+11.4%
NEE vs BWA
+17.4%
-6.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +5.0% |
| 7D | +9.2% | -9.9% | +19.1% | +9.6% |
| 30D | +16.0% | -16.4% | +32.3% | +16.9% |
| 3M | +2.2% | -19.8% | +22.0% | +3.2% |
| 6M | -6.0% | -10.0% | +4.0% | -6.4% |
| YTD | +12.6% | +12.7% | -0.2% | +8.4% |
| 1Y | +11.4% | +15.7% | -4.3% | +6.6% |
| All | +11.4% | +17.4% | -6.0% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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