+244.8%
NEE vs WCN
+235.9%
+9.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.3% |
| 7D | -1.3% | -3.1% | +1.8% | +0.3% |
| 30D | -3.3% | -3.4% | +0.1% | -1.6% |
| 3M | -2.3% | +3.0% | -5.2% | -4.2% |
| 6M | -8.9% | -3.8% | -5.1% | -7.6% |
| YTD | +4.8% | -8.3% | +13.1% | +8.6% |
| 1Y | +18.7% | -9.7% | +28.5% | +23.8% |
| 3Y | +33.2% | +17.2% | +16.1% | +17.0% |
| 5Y | +10.9% | +25.3% | -14.4% | -7.9% |
| All | +244.8% | +235.9% | +9.0% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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