+37.1%
NEE vs WEC
+42.2%
-5.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.5% |
| 7D | +1.1% | +0.8% | +0.3% | +0.4% |
| 30D | -0.2% | +0.3% | -0.6% | -0.7% |
| 3M | +0.5% | -2.9% | +3.5% | +2.9% |
| 6M | -6.5% | -5.9% | -0.6% | -1.5% |
| YTD | +6.7% | +4.1% | +2.6% | +2.6% |
| 1Y | +23.6% | +3.1% | +20.5% | +19.4% |
| 3Y | +37.1% | +40.8% | -3.6% | -3.4% |
| All | +37.1% | +42.2% | -5.1% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling