+21.1%
NEE vs MMM
+12.8%
+8.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | +1.9% | -3.3% | +5.3% | +2.3% |
| 30D | -2.2% | -7.0% | +4.9% | -1.4% |
| 3M | -1.2% | +10.8% | -12.0% | -2.2% |
| 6M | -8.6% | +5.8% | -14.3% | -9.0% |
| YTD | +6.2% | +6.8% | -0.6% | +5.5% |
| 1Y | +21.1% | +10.4% | +10.7% | +21.5% |
| All | +21.1% | +12.8% | +8.3% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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