+1,319.3%
MU vs NEE
+12.6%
+1,306.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | +7.2% | +1.1% | +6.1% | +6.9% |
| 30D | +14.0% | -0.2% | +14.2% | +14.0% |
| 3M | +5.4% | +0.5% | +4.9% | +5.2% |
| 6M | +170.3% | -6.5% | +176.8% | +172.8% |
| YTD | +250.7% | +6.7% | +244.0% | +243.6% |
| 1Y | +662.1% | +23.6% | +638.5% | +625.4% |
| 3Y | +1,341.2% | +37.1% | +1,304.1% | +1,212.3% |
| 5Y | +1,319.3% | +10.9% | +1,308.4% | +1,225.1% |
| All | +1,319.3% | +12.6% | +1,306.7% | +1,225.1% |
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 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