+37.1%
NEE vs WMB
+148.7%
-111.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.1% |
| 7D | +1.1% | +0.8% | +0.3% | +0.9% |
| 30D | -0.2% | +7.7% | -7.9% | -2.2% |
| 3M | +0.5% | +6.7% | -6.2% | -1.4% |
| 6M | -6.5% | +3.6% | -10.2% | -7.6% |
| YTD | +6.7% | +28.0% | -21.3% | +0.2% |
| 1Y | +23.6% | +37.6% | -14.0% | +13.7% |
| 3Y | +37.1% | +149.0% | -111.9% | -8.0% |
| All | +37.1% | +148.7% | -111.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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