+61.0%
NEE vs MLM
+18.7%
+42.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.4% | -1.1% |
| 7D | +3.9% | -4.1% | +8.0% | +4.6% |
| 30D | +12.8% | +8.2% | +4.7% | +11.3% |
| 3M | +3.6% | -3.6% | +7.1% | +4.1% |
| 6M | -7.5% | -15.6% | +8.1% | -5.0% |
| YTD | +10.7% | -16.4% | +27.1% | +13.6% |
| 1Y | +9.1% | -14.3% | +23.4% | +11.6% |
| 3Y | +61.0% | +19.3% | +41.7% | +32.9% |
| All | +61.0% | +18.7% | +42.3% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 3y: compounded portfolio wealth divided by compounded MLM 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…
3y analysis · Full analysis span regression · 6 months rolling