+7,273.1%
NEE vs BTI
+6,031.1%
+1,242.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | +1.1% | -1.4% | +2.5% | +1.4% |
| 30D | -0.2% | -7.0% | +6.8% | +1.1% |
| 3M | +0.5% | -6.3% | +6.9% | +1.6% |
| 6M | -6.5% | -2.0% | -4.6% | -6.4% |
| YTD | +6.7% | +0.2% | +6.5% | +6.3% |
| 1Y | +23.6% | +3.8% | +19.8% | +22.2% |
| 3Y | +37.1% | +112.1% | -74.9% | +18.0% |
| 5Y | +10.9% | +113.6% | -102.7% | -5.3% |
| 10Y | +245.4% | +69.6% | +175.7% | +199.6% |
| All | +7,273.1% | +6,031.1% | +1,242.0% | +4,090.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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