+2,728.7%
NEE vs BRKR
+172.5%
+2,556.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -1.3% | -8.7% | +7.3% | -0.7% |
| 30D | -3.3% | -9.9% | +6.5% | -2.6% |
| 3M | -2.3% | -3.1% | +0.8% | -2.5% |
| 6M | -8.9% | +45.5% | -54.4% | -12.4% |
| YTD | +4.8% | +13.7% | -8.9% | +2.5% |
| 1Y | +18.7% | +67.4% | -48.7% | +12.2% |
| 3Y | +33.2% | -13.2% | +46.5% | +30.9% |
| 5Y | +10.9% | -39.5% | +50.3% | +11.4% |
| 10Y | +251.8% | +153.5% | +98.3% | +216.0% |
| All | +2,728.7% | +172.5% | +2,556.2% | +2,180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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