+21.3%
NEE vs IBB
+44.4%
-23.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -0.5% | -3.9% | +3.3% | 0.0% |
| 30D | -1.7% | +2.7% | -4.4% | -2.1% |
| 3M | -1.8% | +21.4% | -23.2% | -4.9% |
| 6M | -8.8% | +20.1% | -28.9% | -11.6% |
| YTD | +5.2% | +21.9% | -16.7% | +1.4% |
| 1Y | +21.3% | +44.1% | -22.8% | +12.5% |
| All | +21.3% | +44.4% | -23.0% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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