+771.3%
NEE vs BTG
+378.0%
+393.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | +0.6% |
| 7D | +1.1% | +4.8% | -3.7% | +0.8% |
| 30D | -0.2% | +8.3% | -8.6% | -0.8% |
| 3M | +0.5% | +32.3% | -31.8% | -1.4% |
| 6M | -6.5% | +3.0% | -9.5% | -7.2% |
| YTD | +6.7% | +21.9% | -15.2% | +4.6% |
| 1Y | +23.6% | +28.2% | -4.6% | +20.6% |
| 3Y | +37.1% | +99.9% | -62.8% | +29.2% |
| 5Y | +10.9% | +73.6% | -62.6% | +4.8% |
| 10Y | +245.4% | +136.5% | +108.8% | +216.4% |
| All | +771.3% | +378.0% | +393.4% | +639.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling