+17.6%
NEE vs MP
-5.6%
+23.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -1.8% |
| 7D | +3.9% | -10.5% | +14.4% | +4.5% |
| 30D | +12.8% | -23.5% | +36.4% | +14.6% |
| 3M | +3.6% | -25.4% | +29.0% | +5.1% |
| 6M | -7.5% | -51.3% | +43.8% | -3.8% |
| YTD | +10.7% | -29.9% | +40.6% | +11.2% |
| 1Y | +9.1% | -31.8% | +40.9% | +9.5% |
| 3Y | +61.0% | +127.0% | -66.0% | +33.5% |
| All | +17.6% | -5.6% | +23.2% | +4.8% |
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