+7,401.6%
NEE vs BP
+1,393.0%
+6,008.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -1.1% |
| 7D | -3.4% | +2.5% | -5.9% | -3.9% |
| 30D | +9.0% | -5.6% | +14.6% | +10.2% |
| 3M | +0.2% | +8.0% | -7.9% | -1.9% |
| 6M | -8.5% | +5.7% | -14.2% | -10.3% |
| YTD | +8.6% | +36.8% | -28.3% | -0.1% |
| 1Y | +2.2% | +30.7% | -28.6% | -5.1% |
| 3Y | +69.1% | +51.6% | +17.5% | +50.2% |
| 5Y | +13.0% | +112.2% | -99.2% | -9.2% |
| 10Y | +288.0% | +138.6% | +149.4% | +182.9% |
| All | +7,401.6% | +1,393.0% | +6,008.5% | +4,060.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling