+7,238.0%
NEE vs MMM
+2,854.2%
+4,383.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | +1.9% | -3.3% | +5.3% | +2.9% |
| 30D | -2.2% | -7.0% | +4.9% | -0.1% |
| 3M | -1.2% | +10.8% | -12.0% | -4.3% |
| 6M | -8.6% | +5.8% | -14.3% | -10.5% |
| YTD | +6.2% | +6.8% | -0.6% | +3.4% |
| 1Y | +21.1% | +10.4% | +10.7% | +16.5% |
| 3Y | +36.4% | +104.7% | -68.3% | +6.5% |
| 5Y | +11.4% | +23.6% | -12.2% | -0.3% |
| 10Y | +250.0% | +54.1% | +195.9% | +182.8% |
| All | +7,238.0% | +2,854.2% | +4,383.8% | +2,662.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling