+244.8%
NEE vs BR
+189.7%
+55.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.3% | -3.0% | +1.6% | -0.3% |
| 30D | -3.3% | -0.3% | -3.0% | -3.4% |
| 3M | -2.3% | +17.3% | -19.5% | -8.4% |
| 6M | -8.9% | -6.7% | -2.2% | -7.4% |
| YTD | +4.8% | -23.4% | +28.2% | +14.7% |
| 1Y | +18.7% | -32.7% | +51.4% | +37.1% |
| 3Y | +33.2% | -5.9% | +39.2% | +31.5% |
| 5Y | +10.9% | +8.4% | +2.4% | +1.0% |
| All | +244.8% | +189.7% | +55.2% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling