+245.4%
NEE vs WEC
+146.6%
+98.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.3% |
| 7D | -1.9% | -1.3% | -0.7% | -0.9% |
| 30D | -3.1% | -0.4% | -2.7% | -2.9% |
| 3M | -2.4% | -6.8% | +4.4% | +2.9% |
| 6M | -8.6% | -6.4% | -2.2% | -3.9% |
| YTD | +4.9% | +2.5% | +2.4% | +2.9% |
| 1Y | +19.4% | -0.4% | +19.8% | +19.5% |
| 3Y | +34.9% | +38.5% | -3.7% | +4.6% |
| 5Y | +11.0% | +31.7% | -20.7% | -11.2% |
| All | +245.4% | +146.6% | +98.8% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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