+19.9%
XBI vs NEE
+9.6%
+10.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -1.3% | -3.3% | -4.2% |
| 30D | -2.0% | -3.3% | +1.3% | -0.9% |
| 3M | +17.8% | -2.3% | +20.0% | +18.6% |
| 6M | +23.7% | -8.9% | +32.6% | +27.1% |
| YTD | +28.2% | +4.8% | +23.5% | +25.2% |
| 1Y | +64.0% | +18.7% | +45.2% | +53.0% |
| 3Y | +99.4% | +33.2% | +66.2% | +70.4% |
| All | +19.9% | +9.6% | +10.3% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 5y: compounded portfolio wealth divided by compounded NEE 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…
5y analysis · Full analysis span regression · 6 months rolling