+2,737.0%
NEE vs WCC
+1,713.7%
+1,023.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -1.2% |
| 7D | +1.9% | +4.5% | -2.5% | +1.4% |
| 30D | -2.2% | -5.8% | +3.6% | -1.6% |
| 3M | -1.2% | -3.7% | +2.5% | -1.1% |
| 6M | -8.6% | +23.1% | -31.6% | -11.3% |
| YTD | +6.2% | +44.2% | -38.0% | +1.1% |
| 1Y | +21.1% | +62.1% | -41.0% | +13.4% |
| 3Y | +36.4% | +121.1% | -84.7% | +20.4% |
| 5Y | +11.4% | +214.0% | -202.6% | -7.4% |
| 10Y | +250.0% | +472.8% | -222.8% | +155.9% |
| All | +2,737.0% | +1,713.7% | +1,023.2% | +1,588.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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