+7,679.5%
NEE vs MAS
+1,727.7%
+5,951.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.6% | -0.8% | +4.0% |
| 7D | +9.2% | +14.2% | -5.0% | +6.8% |
| 30D | +16.0% | +26.8% | -10.9% | +11.5% |
| 3M | +2.2% | +13.1% | -10.9% | 0.0% |
| 6M | -6.0% | +27.9% | -33.9% | -10.1% |
| YTD | +12.6% | +38.7% | -26.1% | +5.8% |
| 1Y | +11.4% | +40.4% | -29.0% | +4.5% |
| 3Y | +62.8% | +66.1% | -3.3% | +47.2% |
| 5Y | +19.4% | +47.4% | -28.1% | +8.9% |
| 10Y | +270.9% | +238.3% | +32.5% | +195.0% |
| All | +7,679.5% | +1,727.7% | +5,951.8% | +4,518.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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