+5,164.7%
NEE vs BWA
+3,492.4%
+1,672.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.1% |
| 7D | +1.9% | +5.7% | -3.7% | +1.2% |
| 30D | -2.2% | +1.4% | -3.6% | -2.4% |
| 3M | -1.2% | -12.1% | +10.9% | +0.3% |
| 6M | -8.6% | +28.6% | -37.1% | -12.2% |
| YTD | +6.2% | +51.1% | -44.9% | -0.9% |
| 1Y | +21.1% | +55.9% | -34.8% | +12.4% |
| 3Y | +36.4% | +70.1% | -33.7% | +23.5% |
| 5Y | +11.4% | +90.7% | -79.3% | -2.2% |
| 10Y | +250.0% | +154.0% | +96.0% | +180.9% |
| All | +5,164.7% | +3,492.4% | +1,672.3% | +3,091.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling