+63.3%
NEE vs MP
+271.0%
-207.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.4% |
| 7D | -2.8% | +2.3% | -5.1% | -2.9% |
| 30D | +9.5% | -15.3% | +24.8% | +10.3% |
| 3M | +1.0% | -33.5% | +34.6% | +3.0% |
| 6M | -8.0% | -45.5% | +37.5% | -5.5% |
| YTD | +9.4% | -27.3% | +36.7% | +9.8% |
| 1Y | +3.1% | -40.7% | +43.9% | +4.6% |
| 3Y | +70.5% | +145.9% | -75.4% | +49.8% |
| 5Y | +15.2% | -13.9% | +29.1% | +6.2% |
| All | +63.3% | +271.0% | -207.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling