+7,487.8%
NEE vs MMM
+3,218.9%
+4,268.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +2.3% | +7.0% | -4.7% | +0.3% |
| 30D | +11.5% | +18.4% | -6.9% | +6.1% |
| 3M | +2.6% | +4.5% | -1.9% | +1.1% |
| 6M | -6.0% | +33.4% | -39.4% | -13.9% |
| YTD | +9.8% | +20.0% | -10.1% | +3.3% |
| 1Y | +4.7% | +15.0% | -10.3% | -0.4% |
| 3Y | +71.0% | +165.0% | -94.0% | +23.5% |
| 5Y | +15.8% | +47.9% | -32.1% | -1.7% |
| 10Y | +287.3% | +79.6% | +207.6% | +199.0% |
| All | +7,487.8% | +3,218.9% | +4,268.9% | +2,657.7% |
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