+10.9%
NEE vs BP
+131.3%
-120.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -2.0% | +0.2% |
| 7D | +1.1% | +0.9% | +0.2% | +1.0% |
| 30D | -0.2% | +9.1% | -9.4% | -1.4% |
| 3M | +0.5% | +3.9% | -3.4% | -0.2% |
| 6M | -6.5% | +13.6% | -20.2% | -8.6% |
| YTD | +6.7% | +34.0% | -27.3% | +1.6% |
| 1Y | +23.6% | +39.2% | -15.6% | +16.9% |
| 3Y | +37.1% | +36.4% | +0.7% | +28.3% |
| 5Y | +10.9% | +135.8% | -124.9% | +3.0% |
| All | +10.9% | +131.3% | -120.3% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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