+21.1%
NEE vs MDT
+5.4%
+15.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -0.9% |
| 7D | +1.9% | +3.2% | -1.3% | +1.6% |
| 30D | -2.2% | +9.5% | -11.7% | -3.2% |
| 3M | -1.2% | +16.0% | -17.2% | -3.1% |
| 6M | -8.6% | +0.2% | -8.8% | -8.5% |
| YTD | +6.2% | -0.3% | +6.5% | +6.0% |
| 1Y | +21.1% | +4.7% | +16.4% | +22.5% |
| All | +21.1% | +5.4% | +15.7% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 1y: compounded portfolio wealth divided by compounded MDT 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…
1y analysis · Full analysis span regression · 6 months rolling