+72,065.9%
MU vs NEE
+7,547.6%
+64,518.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.7% |
| 7D | -22.0% | +3.9% | -25.9% | -23.4% |
| 30D | -36.6% | +12.8% | -49.4% | -40.0% |
| 3M | -21.7% | +3.6% | -25.3% | -23.4% |
| 6M | +3.5% | -7.5% | +11.0% | +5.7% |
| YTD | +141.9% | +10.7% | +131.3% | +127.3% |
| 1Y | +189.8% | +9.1% | +180.8% | +173.7% |
| 3Y | +855.4% | +61.0% | +794.4% | +632.5% |
| 5Y | +869.2% | +16.3% | +852.9% | +733.8% |
| 10Y | +4,142.8% | +264.6% | +3,878.2% | +1,955.4% |
| All | +72,065.9% | +7,547.6% | +64,518.3% | +9,869.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling