+12.2%
NEE vs MP
+58.1%
-45.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.8% |
| 7D | +1.9% | -2.9% | +4.8% | +2.1% |
| 30D | -2.2% | +13.8% | -16.0% | -3.0% |
| 3M | -1.2% | -16.7% | +15.5% | -0.4% |
| 6M | -8.6% | -11.5% | +2.9% | -8.7% |
| YTD | +6.2% | +7.9% | -1.7% | +4.2% |
| 1Y | +21.1% | -15.0% | +36.1% | +19.8% |
| 3Y | +36.4% | +153.5% | -117.1% | +16.2% |
| All | +12.2% | +58.1% | -45.8% | -0.1% |
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