+4,979.5%
NEE vs MDY
+2,644.5%
+2,335.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.8% |
| 7D | +1.1% | +1.0% | +0.1% | +0.6% |
| 30D | -0.2% | -3.1% | +2.9% | +1.2% |
| 3M | +0.5% | +1.8% | -1.3% | -0.4% |
| 6M | -6.5% | +10.8% | -17.3% | -11.0% |
| YTD | +6.7% | +14.4% | -7.7% | 0.0% |
| 1Y | +23.6% | +15.2% | +8.4% | +15.4% |
| 3Y | +37.1% | +51.2% | -14.1% | +11.8% |
| 5Y | +10.9% | +47.2% | -36.3% | -9.3% |
| 10Y | +245.4% | +171.1% | +74.2% | +109.1% |
| All | +4,979.5% | +2,644.5% | +2,335.0% | +1,321.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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