+84.6%
MRK vs NEE
+11.3%
+73.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.9% | -1.0% | +2.3% |
| 7D | +6.7% | +9.2% | -2.5% | +3.7% |
| 30D | +7.8% | +16.0% | -8.2% | +2.7% |
| 3M | +18.2% | +2.2% | +16.0% | +17.3% |
| 6M | +34.7% | -6.0% | +40.7% | +36.5% |
| YTD | +45.8% | +12.6% | +33.2% | +40.6% |
| 1Y | +84.6% | +11.4% | +73.2% | +80.1% |
| All | +84.6% | +11.3% | +73.3% | +80.1% |
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