+7,238.0%
NEE vs WEC
+3,978.4%
+3,259.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +1.9% | -0.3% | +2.2% | +2.1% |
| 30D | -2.2% | -1.3% | -0.9% | -1.4% |
| 3M | -1.2% | -3.9% | +2.8% | +1.4% |
| 6M | -8.6% | -8.3% | -0.2% | -3.0% |
| YTD | +6.2% | +3.1% | +3.1% | +4.0% |
| 1Y | +21.1% | +1.9% | +19.2% | +19.4% |
| 3Y | +36.4% | +41.9% | -5.5% | +7.6% |
| 5Y | +11.4% | +30.8% | -19.4% | -7.6% |
| 10Y | +250.0% | +141.9% | +108.1% | +91.1% |
| All | +7,238.0% | +3,978.4% | +3,259.5% | +849.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling