+245.4%
NEE vs MDT
+40.9%
+204.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -1.9% | -1.6% | -0.3% | -1.3% |
| 30D | -3.1% | +1.0% | -4.2% | -3.6% |
| 3M | -2.4% | +15.2% | -17.6% | -8.4% |
| 6M | -8.6% | +3.7% | -12.3% | -10.6% |
| YTD | +4.9% | -3.0% | +7.9% | +5.3% |
| 1Y | +19.4% | +2.5% | +16.9% | +16.8% |
| 3Y | +34.9% | +26.5% | +8.4% | +19.5% |
| 5Y | +11.0% | -18.3% | +29.3% | +17.0% |
| All | +245.4% | +40.9% | +204.5% | +196.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling