+871.5%
NEE vs BUD
+201.1%
+670.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.9% | +0.3% | +1.7% | +1.9% |
| 30D | -2.2% | -5.7% | +3.5% | -0.7% |
| 3M | -1.2% | +3.1% | -4.3% | -2.1% |
| 6M | -8.6% | +7.9% | -16.4% | -10.7% |
| YTD | +6.2% | +27.3% | -21.1% | -0.6% |
| 1Y | +21.1% | +37.8% | -16.7% | +10.9% |
| 3Y | +36.4% | +49.8% | -13.5% | +21.4% |
| 5Y | +11.4% | +43.8% | -32.5% | -1.5% |
| 10Y | +250.0% | -22.6% | +272.6% | +245.1% |
| All | +871.5% | +201.1% | +670.4% | +503.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling