+7,386.6%
NEE vs BN
+15,531.3%
-8,144.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.2% |
| 7D | -2.1% | -1.0% | -1.1% | -1.9% |
| 30D | +8.6% | +14.0% | -5.4% | +5.4% |
| 3M | -0.3% | -9.0% | +8.7% | +1.8% |
| 6M | -8.9% | -8.8% | -0.1% | -7.2% |
| YTD | +8.3% | -10.3% | +18.6% | +10.2% |
| 1Y | +4.3% | -5.8% | +10.1% | +4.8% |
| 3Y | +70.7% | +94.8% | -24.0% | +42.5% |
| 5Y | +12.8% | +31.5% | -18.7% | +1.6% |
| 10Y | +287.2% | +291.9% | -4.7% | +172.8% |
| All | +7,386.6% | +15,531.3% | -8,144.7% | +4,022.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling