+7,386.6%
NEE vs WEC
+4,464.3%
+2,922.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -2.1% | +2.3% | -4.4% | -3.7% |
| 30D | +8.6% | +11.1% | -2.5% | +1.0% |
| 3M | -0.3% | +8.4% | -8.7% | -5.8% |
| 6M | -8.9% | +7.5% | -16.4% | -13.5% |
| YTD | +8.3% | +15.3% | -7.0% | -1.8% |
| 1Y | +4.3% | +9.7% | -5.5% | -2.3% |
| 3Y | +70.7% | +64.7% | +6.1% | +21.3% |
| 5Y | +12.8% | +57.3% | -44.5% | -17.4% |
| 10Y | +287.2% | +195.9% | +91.4% | +84.5% |
| All | +7,386.6% | +4,464.3% | +2,922.3% | +795.8% |
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 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