+13.0%
NEE vs MP
-13.5%
+26.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -0.9% |
| 7D | -3.4% | +11.0% | -14.3% | -4.0% |
| 30D | +9.0% | -11.7% | +20.8% | +9.7% |
| 3M | +0.2% | -30.8% | +31.0% | +2.2% |
| 6M | -8.5% | -42.9% | +34.4% | -5.8% |
| YTD | +8.6% | -25.9% | +34.4% | +8.7% |
| 1Y | +2.2% | -37.3% | +39.4% | +3.4% |
| 3Y | +69.1% | +150.7% | -81.6% | +38.6% |
| 5Y | +13.0% | -19.3% | +32.3% | +1.3% |
| All | +13.0% | -13.5% | +26.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling