+7,238.0%
NEE vs MSI
+4,035.2%
+3,202.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | +1.9% | -3.7% | +5.6% | +2.5% |
| 30D | -2.2% | +6.8% | -9.0% | -3.1% |
| 3M | -1.2% | +14.3% | -15.5% | -3.1% |
| 6M | -8.6% | -1.6% | -7.0% | -8.6% |
| YTD | +6.2% | +22.8% | -16.6% | +2.9% |
| 1Y | +21.1% | -1.1% | +22.2% | +20.8% |
| 3Y | +36.4% | +70.5% | -34.1% | +26.0% |
| 5Y | +11.4% | +102.8% | -91.4% | +0.3% |
| 10Y | +250.0% | +597.4% | -347.4% | +173.0% |
| All | +7,238.0% | +4,035.2% | +3,202.8% | +3,944.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling