+1,342.5%
MU vs NEE
+12.1%
+1,330.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +9.0% | +1.9% | +7.0% | +8.6% |
| 30D | +13.8% | -2.2% | +16.0% | +14.2% |
| 3M | +2.1% | -1.2% | +3.3% | +2.2% |
| 6M | +153.8% | -8.6% | +162.4% | +157.3% |
| YTD | +256.4% | +6.2% | +250.2% | +249.5% |
| 1Y | +719.8% | +21.1% | +698.7% | +683.2% |
| 3Y | +1,360.4% | +36.4% | +1,324.0% | +1,231.0% |
| All | +1,342.5% | +12.1% | +1,330.4% | +1,247.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling