+19.4%
NEE vs WEC
+0.7%
+18.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.3% |
| 7D | -1.9% | -1.3% | -0.7% | -1.0% |
| 30D | -3.1% | -0.4% | -2.7% | -3.0% |
| 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% | +4.3% |
| 1Y | +19.4% | -0.4% | +19.8% | +22.8% |
| All | +19.4% | +0.7% | +18.7% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling