+15,762.5%
MA vs NEE
+1,533.9%
+14,228.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.8% |
| 7D | +1.8% | +2.3% | -0.5% | +0.8% |
| 30D | +11.8% | +11.5% | +0.3% | +6.5% |
| 3M | +17.2% | +2.6% | +14.5% | +15.6% |
| 6M | +33.4% | -6.0% | +39.4% | +36.4% |
| YTD | +16.1% | +9.8% | +6.3% | +9.4% |
| 1Y | +19.9% | +4.7% | +15.2% | +15.4% |
| 3Y | +70.1% | +71.0% | -1.0% | +23.2% |
| 5Y | +89.6% | +15.8% | +73.8% | +62.1% |
| 10Y | +568.4% | +287.3% | +281.1% | +181.2% |
| All | +15,762.5% | +1,533.9% | +14,228.6% | +2,753.2% |
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