+291.2%
NEE vs BUD
-4.5%
+295.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.2% |
| 7D | -2.8% | +0.5% | -3.3% | -2.9% |
| 30D | +9.5% | +7.4% | +2.1% | +7.7% |
| 3M | +1.0% | +4.3% | -3.3% | -0.1% |
| 6M | -8.0% | +5.3% | -13.3% | -9.3% |
| YTD | +9.4% | +33.2% | -23.8% | +1.8% |
| 1Y | +3.1% | +31.8% | -28.6% | -3.9% |
| 3Y | +70.5% | +47.8% | +22.7% | +53.5% |
| 5Y | +15.2% | +50.2% | -35.0% | +2.0% |
| 10Y | +291.2% | -4.8% | +296.0% | +241.3% |
| All | +291.2% | -4.5% | +295.7% | +241.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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