+71.1%
NEE vs SBAC
-7.9%
+79.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.4% |
| 7D | -3.4% | -2.7% | -0.6% | -2.5% |
| 30D | +9.0% | +3.3% | +5.8% | +7.9% |
| 3M | +0.2% | +3.3% | -3.1% | -1.1% |
| 6M | -8.5% | -10.9% | +2.5% | -5.4% |
| YTD | +8.6% | -1.0% | +9.5% | +7.6% |
| 1Y | +2.2% | -4.5% | +6.6% | +2.9% |
| All | +71.1% | -7.9% | +79.0% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling