+21.3%
NEE vs BUD
+33.8%
-12.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.9% |
| 7D | -0.5% | -1.3% | +0.8% | -0.3% |
| 30D | -1.7% | -6.1% | +4.5% | -0.3% |
| 3M | -1.8% | -3.8% | +1.9% | -1.2% |
| 6M | -8.8% | +8.2% | -17.0% | -10.8% |
| YTD | +5.2% | +23.6% | -18.4% | +2.5% |
| 1Y | +21.3% | +33.4% | -12.1% | +19.4% |
| All | +21.3% | +33.8% | -12.4% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling