+265.1%
MU vs NEE
+11.3%
+253.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.9% | -11.9% | -5.1% |
| 7D | -19.1% | +9.2% | -28.3% | -16.4% |
| 30D | -25.2% | +16.0% | -41.2% | -21.7% |
| 3M | -10.9% | +2.2% | -13.1% | -8.3% |
| 6M | +38.0% | -6.0% | +44.0% | +43.8% |
| YTD | +178.8% | +12.6% | +166.3% | +178.3% |
| 1Y | +265.1% | +11.4% | +253.8% | +261.8% |
| All | +265.1% | +11.3% | +253.9% | +261.8% |
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 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