+37.8%
NEE vs MOS
-29.5%
+67.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.2% | -0.9% |
| 7D | +1.9% | +9.5% | -7.6% | +0.8% |
| 30D | -2.2% | +10.4% | -12.6% | -3.4% |
| 3M | -1.2% | +12.9% | -14.1% | -2.9% |
| 6M | -8.6% | +1.2% | -9.8% | -9.4% |
| YTD | +6.2% | +9.3% | -3.1% | +3.8% |
| 1Y | +21.1% | -18.0% | +39.1% | +23.2% |
| All | +37.8% | -29.5% | +67.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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