+5,271.3%
NEE vs BWA
+2,606.8%
+2,664.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.1% | +4.3% | -6.4% | -2.7% |
| 30D | +8.6% | -13.0% | +21.6% | +10.5% |
| 3M | -0.3% | -24.8% | +24.5% | +3.4% |
| 6M | -8.9% | -23.5% | +14.6% | -6.1% |
| YTD | +8.3% | +13.8% | -5.5% | +5.0% |
| 1Y | +4.3% | +13.4% | -9.2% | +1.0% |
| 3Y | +70.7% | +62.8% | +8.0% | +55.5% |
| 5Y | +12.8% | +28.5% | -15.7% | +4.6% |
| 10Y | +287.2% | +95.4% | +191.9% | +221.7% |
| All | +5,271.3% | +2,606.8% | +2,664.5% | +3,278.1% |
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