+9.1%
NEE vs WM
+20.0%
-10.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.8% |
| 7D | +3.9% | +1.2% | +2.7% | +3.5% |
| 30D | +12.8% | +13.1% | -0.2% | +9.2% |
| 3M | +3.6% | +3.6% | -0.1% | +2.4% |
| 6M | -7.5% | +8.1% | -15.6% | -9.5% |
| YTD | +10.7% | +8.9% | +1.8% | +7.7% |
| 1Y | +9.1% | +20.3% | -11.2% | +5.0% |
| All | +9.1% | +20.0% | -10.9% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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