+15,614.6%
MA vs NEE
+1,546.8%
+14,067.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.2% |
| 7D | +2.3% | +3.9% | -1.6% | +0.6% |
| 30D | +14.7% | +12.8% | +1.8% | +8.6% |
| 3M | +13.5% | +3.6% | +9.9% | +11.6% |
| 6M | +33.1% | -7.5% | +40.6% | +37.1% |
| YTD | +15.1% | +10.7% | +4.4% | +8.0% |
| 1Y | +18.7% | +9.1% | +9.6% | +12.1% |
| 3Y | +72.1% | +61.0% | +11.1% | +28.5% |
| 5Y | +92.8% | +16.3% | +76.5% | +64.6% |
| 10Y | +571.6% | +264.6% | +307.0% | +192.1% |
| All | +15,614.6% | +1,546.8% | +14,067.9% | +2,716.8% |
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