+3,350.8%
NEE vs IBN
+1,760.3%
+1,590.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.1% | +1.9% | -4.0% | -2.3% |
| 30D | +8.6% | +22.1% | -13.5% | +5.7% |
| 3M | -0.3% | +17.1% | -17.4% | -2.4% |
| 6M | -8.9% | +35.5% | -44.5% | -12.7% |
| YTD | +8.3% | +16.8% | -8.5% | +5.8% |
| 1Y | +4.3% | +12.4% | -8.1% | +2.3% |
| 3Y | +70.7% | +58.0% | +12.7% | +59.3% |
| 5Y | +12.8% | +73.7% | -60.9% | +3.5% |
| 10Y | +287.2% | +385.6% | -98.3% | +202.4% |
| All | +3,350.8% | +1,760.3% | +1,590.5% | +2,046.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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