+7,139.5%
NEE vs BNY
+8,074.1%
-934.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.1% |
| 30D | -3.3% | -0.2% | -3.2% | -3.3% |
| 3M | -2.3% | +14.9% | -17.2% | -4.9% |
| 6M | -8.9% | +40.0% | -48.9% | -14.7% |
| YTD | +4.8% | +42.0% | -37.2% | -2.4% |
| 1Y | +18.7% | +56.9% | -38.1% | +8.5% |
| 3Y | +33.2% | +289.9% | -256.6% | +2.1% |
| 5Y | +10.9% | +259.2% | -248.3% | -14.7% |
| 10Y | +251.8% | +413.3% | -161.5% | +145.9% |
| All | +7,139.5% | +8,074.1% | -934.7% | +2,999.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling