+18.7%
NEE vs WCN
-9.1%
+27.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -1.3% | -3.1% | +1.8% | -0.7% |
| 30D | -3.3% | -3.4% | +0.1% | -2.6% |
| 3M | -2.3% | +3.0% | -5.2% | -3.0% |
| 6M | -8.9% | -3.8% | -5.1% | -8.8% |
| YTD | +4.8% | -8.3% | +13.1% | +5.5% |
| 1Y | +18.7% | -9.7% | +28.5% | +22.1% |
| All | +18.7% | -9.1% | +27.9% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling