+37.8%
NEE vs MPC
+181.4%
-143.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.8% |
| 7D | +1.9% | +5.4% | -3.5% | +1.5% |
| 30D | -2.2% | +31.0% | -33.1% | -4.3% |
| 3M | -1.2% | +46.0% | -47.2% | -4.3% |
| 6M | -8.6% | +77.3% | -85.9% | -13.4% |
| YTD | +6.2% | +141.9% | -135.7% | -3.3% |
| 1Y | +21.1% | +120.9% | -99.8% | +11.3% |
| All | +37.8% | +181.4% | -143.6% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling