+910.3%
XBI vs NEE
+1,394.9%
-484.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.5% |
| 7D | -4.6% | -1.9% | -2.7% | -3.9% |
| 30D | -0.8% | -3.1% | +2.3% | +0.5% |
| 3M | +21.8% | -2.4% | +24.2% | +22.9% |
| 6M | +23.2% | -8.6% | +31.8% | +27.0% |
| YTD | +28.7% | +4.9% | +23.8% | +25.2% |
| 1Y | +67.8% | +19.4% | +48.4% | +54.5% |
| 3Y | +100.6% | +34.9% | +65.8% | +69.0% |
| 5Y | +19.8% | +11.0% | +8.8% | +8.3% |
| 10Y | +159.7% | +252.3% | -92.6% | +36.3% |
| All | +910.3% | +1,394.9% | -484.6% | +141.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling