+5,566.0%
NEE vs JBL
+42,879.2%
-37,313.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +1.1% | +4.4% | -3.3% | +0.8% |
| 30D | -0.2% | -8.4% | +8.2% | +0.3% |
| 3M | +0.5% | -14.2% | +14.7% | +1.2% |
| 6M | -6.5% | +29.6% | -36.1% | -8.4% |
| YTD | +6.7% | +37.1% | -30.4% | +4.1% |
| 1Y | +23.6% | +49.5% | -25.9% | +19.8% |
| 3Y | +37.1% | +192.7% | -155.5% | +25.9% |
| 5Y | +10.9% | +411.3% | -400.4% | -2.2% |
| 10Y | +245.4% | +1,447.6% | -1,202.3% | +182.4% |
| All | +5,566.0% | +42,879.2% | -37,313.2% | +4,236.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling