+244.8%
NEE vs SBAC
+87.1%
+157.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -1.1% |
| 7D | -1.3% | -2.1% | +0.8% | -0.5% |
| 30D | -3.3% | +2.0% | -5.3% | -4.3% |
| 3M | -2.3% | -8.3% | +6.0% | +0.8% |
| 6M | -8.9% | +0.3% | -9.2% | -11.0% |
| YTD | +4.8% | -2.2% | +7.0% | +3.2% |
| 1Y | +18.7% | -4.6% | +23.4% | +18.1% |
| 3Y | +33.2% | -8.3% | +41.5% | +32.7% |
| 5Y | +10.9% | -42.8% | +53.7% | +35.5% |
| All | +244.8% | +87.1% | +157.7% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling