+21.3%
NEE vs MSI
-2.5%
+23.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | -0.5% | -4.0% | +3.4% | -0.2% |
| 30D | -1.7% | -0.5% | -1.2% | -1.7% |
| 3M | -1.8% | +11.4% | -13.2% | -3.1% |
| 6M | -8.8% | +1.0% | -9.8% | -8.3% |
| YTD | +5.2% | +20.7% | -15.5% | +3.1% |
| 1Y | +21.3% | -2.7% | +24.0% | +22.0% |
| All | +21.3% | -2.5% | +23.9% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling