+33.2%
NEE vs BTG
+94.8%
-61.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -1.3% | -3.8% | +2.4% | -1.0% |
| 30D | -3.3% | +3.6% | -7.0% | -3.8% |
| 3M | -2.3% | +32.0% | -34.3% | -5.6% |
| 6M | -8.9% | +3.4% | -12.2% | -9.8% |
| YTD | +4.8% | +20.8% | -16.0% | +1.0% |
| 1Y | +18.7% | +22.4% | -3.7% | +13.5% |
| 3Y | +33.2% | +91.7% | -58.5% | +11.4% |
| All | +33.2% | +94.8% | -61.6% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling