+11.3%
NEE vs BNY
+256.6%
-245.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | -3.3% | -0.2% | -3.2% | -3.3% |
| 3M | -2.3% | +14.9% | -17.2% | -6.0% |
| 6M | -8.9% | +40.0% | -48.9% | -17.1% |
| YTD | +4.8% | +42.0% | -37.2% | -5.5% |
| 1Y | +18.7% | +56.9% | -38.1% | +3.8% |
| 3Y | +33.2% | +289.9% | -256.6% | -12.0% |
| All | +11.3% | +256.6% | -245.3% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling