+11.0%
NEE vs MARA
-70.6%
+81.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.9% | -0.1% |
| 7D | -1.9% | -1.5% | -0.5% | -1.9% |
| 30D | -3.1% | +18.1% | -21.2% | -3.9% |
| 3M | -2.4% | -9.4% | +7.0% | -2.4% |
| 6M | -8.6% | +33.4% | -42.0% | -10.2% |
| YTD | +4.9% | +27.3% | -22.4% | +2.9% |
| 1Y | +19.4% | -27.9% | +47.3% | +19.2% |
| 3Y | +34.9% | +4.8% | +30.1% | +27.1% |
| 5Y | +11.0% | -68.0% | +79.0% | +0.6% |
| All | +11.0% | -70.6% | +81.6% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 MARA 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