+10.5%
NEE vs OMC
+23.4%
-12.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +7.4% | +7.6% | -0.1% | +7.3% |
| 30D | +13.3% | +16.0% | -2.7% | +13.2% |
| 3M | +3.5% | +7.7% | -4.2% | +3.3% |
| 6M | -7.0% | +14.5% | -21.5% | -6.6% |
| YTD | +12.3% | +11.2% | +1.1% | +12.9% |
| 1Y | +10.5% | +23.6% | -13.0% | +9.6% |
| All | +10.5% | +23.4% | -12.9% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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