+180.5%
NEE vs MDB
+924.6%
-744.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.4% |
| 7D | -2.8% | +3.0% | -5.7% | -3.0% |
| 30D | +9.5% | -11.3% | +20.8% | +10.0% |
| 3M | +1.0% | -23.0% | +24.1% | +2.0% |
| 6M | -8.0% | +14.8% | -22.7% | -9.7% |
| YTD | +9.4% | -19.4% | +28.9% | +9.2% |
| 1Y | +3.1% | -9.0% | +12.1% | +1.8% |
| 3Y | +70.5% | -10.3% | +80.8% | +63.9% |
| 5Y | +15.2% | -38.4% | +53.6% | +8.7% |
| All | +180.5% | +924.6% | -744.2% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling