+10.9%
NEE vs IBB
+20.0%
-9.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +1.3% |
| 7D | +1.1% | -1.7% | +2.7% | +1.7% |
| 30D | -0.2% | +4.9% | -5.1% | -2.3% |
| 3M | +0.5% | +24.2% | -23.7% | -8.2% |
| 6M | -6.5% | +23.8% | -30.4% | -14.8% |
| YTD | +6.7% | +23.0% | -16.3% | -2.7% |
| 1Y | +23.6% | +46.2% | -22.6% | +4.3% |
| 3Y | +37.1% | +64.8% | -27.7% | +7.4% |
| 5Y | +10.9% | +20.9% | -10.0% | -10.9% |
| All | +10.9% | +20.0% | -9.1% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling