+70.7%
NEE vs WM
+48.6%
+22.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.1% | +3.2% | -5.3% | -3.1% |
| 30D | +8.6% | +13.0% | -4.4% | +4.6% |
| 3M | -0.3% | +9.2% | -9.5% | -3.0% |
| 6M | -8.9% | +13.6% | -22.6% | -12.7% |
| YTD | +8.3% | +12.4% | -4.1% | +4.0% |
| 1Y | +4.3% | +21.2% | -17.0% | -2.3% |
| 3Y | +70.7% | +48.7% | +22.1% | +58.8% |
| All | +70.7% | +48.6% | +22.1% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling