+15,689.5%
MA vs NEE
+1,545.1%
+14,144.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.3% | +2.2% | -2.5% | -1.3% |
| 30D | +11.3% | +12.3% | -0.9% | +5.7% |
| 3M | +16.7% | +3.4% | +13.3% | +14.8% |
| 6M | +32.8% | -5.3% | +38.1% | +35.4% |
| YTD | +15.6% | +10.6% | +5.1% | +8.6% |
| 1Y | +19.6% | +6.5% | +13.1% | +14.2% |
| 3Y | +72.1% | +73.5% | -1.4% | +23.8% |
| 5Y | +96.0% | +17.0% | +79.1% | +66.8% |
| 10Y | +554.8% | +281.9% | +272.9% | +177.9% |
| All | +15,689.5% | +1,545.1% | +14,144.4% | +2,731.5% |
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