+2,368.2%
NEE vs BNS
+1,476.3%
+891.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.1% | +1.8% | -0.7% | +0.4% |
| 30D | -0.2% | +4.5% | -4.7% | -1.9% |
| 3M | +0.5% | +15.8% | -15.2% | -4.8% |
| 6M | -6.5% | +31.5% | -38.0% | -15.5% |
| YTD | +6.7% | +28.6% | -21.9% | -2.9% |
| 1Y | +23.6% | +48.2% | -24.6% | +6.8% |
| 3Y | +37.1% | +130.8% | -93.7% | +0.7% |
| 5Y | +10.9% | +94.9% | -84.0% | -14.5% |
| 10Y | +245.4% | +179.6% | +65.8% | +126.7% |
| All | +2,368.2% | +1,476.3% | +891.9% | +610.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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