+19.8%
MA vs NEE
+2.1%
+17.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +1.3% | -2.1% | +3.4% | +1.2% |
| 30D | +9.6% | +8.6% | +1.0% | +10.7% |
| 3M | +16.8% | -0.3% | +17.1% | +16.2% |
| 6M | +35.2% | -8.9% | +44.1% | +31.5% |
| YTD | +16.6% | +8.3% | +8.2% | +13.5% |
| 1Y | +19.8% | +4.3% | +15.5% | +18.0% |
| All | +19.8% | +2.1% | +17.7% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling