+244.8%
NEE vs WBD
+15.0%
+229.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -1.3% | -0.7% | -0.6% | -1.3% |
| 30D | -3.3% | +1.4% | -4.7% | -3.4% |
| 3M | -2.3% | +4.4% | -6.6% | -2.6% |
| 6M | -8.9% | +0.8% | -9.7% | -9.0% |
| YTD | +4.8% | -2.7% | +7.5% | +4.9% |
| 1Y | +18.7% | +73.4% | -54.7% | +12.8% |
| 3Y | +33.2% | +142.1% | -108.9% | +19.3% |
| 5Y | +10.9% | +7.2% | +3.6% | +3.3% |
| All | +244.8% | +15.0% | +229.9% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling