+7,238.0%
NEE vs MKC
+3,376.8%
+3,861.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | +1.9% | -5.9% | +7.8% | +3.5% |
| 30D | -2.2% | -0.9% | -1.3% | -2.0% |
| 3M | -1.2% | +12.7% | -13.9% | -4.5% |
| 6M | -8.6% | -19.3% | +10.7% | -4.0% |
| YTD | +6.2% | -22.2% | +28.3% | +12.2% |
| 1Y | +21.1% | -23.3% | +44.4% | +28.2% |
| 3Y | +36.4% | -30.0% | +66.4% | +46.8% |
| 5Y | +11.4% | -33.8% | +45.1% | +20.9% |
| 10Y | +250.0% | +24.4% | +225.6% | +228.8% |
| All | +7,238.0% | +3,376.8% | +3,861.2% | +4,226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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