+10.9%
NEE vs WING
-35.4%
+46.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -0.2% | -6.0% | +5.8% | 0.0% |
| 3M | +0.5% | -23.5% | +24.0% | +1.8% |
| 6M | -6.5% | -52.0% | +45.5% | -2.9% |
| YTD | +6.7% | -53.8% | +60.5% | +10.7% |
| 1Y | +23.6% | -63.8% | +87.4% | +30.3% |
| 3Y | +37.1% | -30.8% | +67.9% | +27.8% |
| 5Y | +10.9% | -34.3% | +45.2% | -4.7% |
| All | +10.9% | -35.4% | +46.4% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling