+11.4%
NEE vs WAB
+46.5%
-35.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.7% |
| 7D | +9.2% | +4.5% | +4.6% | +8.2% |
| 30D | +16.0% | +1.1% | +14.9% | +15.7% |
| 3M | +2.2% | -1.3% | +3.5% | +2.5% |
| 6M | -6.0% | +12.7% | -18.8% | -9.4% |
| YTD | +12.6% | +38.7% | -26.1% | +1.1% |
| 1Y | +11.4% | +44.9% | -33.6% | -1.2% |
| All | +11.4% | +46.5% | -35.2% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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