-3.5%
MCD vs NEE
+6.1%
-9.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +5.9% | +2.2% | +3.8% | +5.3% |
| 30D | +19.6% | +12.3% | +7.4% | +16.2% |
| 3M | +3.3% | +3.4% | -0.1% | +1.9% |
| 6M | +3.5% | -5.3% | +8.8% | +3.3% |
| YTD | -6.1% | +10.6% | -16.7% | -8.3% |
| All | -3.5% | +6.1% | -9.6% | -4.6% |
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