+11.5%
NEE vs MPC
+600.5%
-589.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.1% | +11.2% | -13.3% | -3.0% |
| 30D | +8.6% | -14.5% | +23.1% | +10.1% |
| 3M | -0.3% | +16.7% | -17.0% | -2.2% |
| 6M | -8.9% | +67.6% | -76.5% | -14.1% |
| YTD | +8.3% | +157.9% | -149.6% | -3.4% |
| 1Y | +4.3% | +116.7% | -112.4% | -5.1% |
| 3Y | +70.7% | +199.8% | -129.0% | +45.9% |
| All | +11.5% | +600.5% | -589.0% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling