+33.2%
NEE vs JBL
+195.4%
-162.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -0.1% |
| 7D | -1.3% | +2.4% | -3.8% | -1.3% |
| 30D | -3.3% | -13.1% | +9.8% | -3.6% |
| 3M | -2.3% | -15.6% | +13.3% | -2.5% |
| 6M | -8.9% | +24.6% | -33.4% | -8.3% |
| YTD | +4.8% | +39.6% | -34.8% | +5.8% |
| 1Y | +18.7% | +48.6% | -29.9% | +20.1% |
| 3Y | +33.2% | +197.3% | -164.0% | +41.0% |
| All | +33.2% | +195.4% | -162.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 3y: compounded portfolio wealth divided by compounded JBL 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…
3y analysis · Full analysis span regression · 6 months rolling