+281.9%
NEE vs MPC
+1,165.8%
-883.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.7% |
| 7D | +2.2% | -9.4% | +11.6% | +3.4% |
| 30D | +12.3% | -14.3% | +26.6% | +14.3% |
| 3M | +3.4% | +31.1% | -27.7% | -0.9% |
| 6M | -5.3% | +60.3% | -65.6% | -12.0% |
| YTD | +10.6% | +142.5% | -132.0% | -3.7% |
| 1Y | +6.5% | +104.6% | -98.1% | -5.0% |
| 3Y | +73.5% | +191.7% | -118.2% | +44.5% |
| 5Y | +17.0% | +549.2% | -532.2% | -15.0% |
| 10Y | +281.9% | +1,106.2% | -824.4% | +124.6% |
| All | +281.9% | +1,165.8% | -883.9% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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