+7,463.1%
NEE vs WMB
+5,176.1%
+2,287.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.6% |
| 7D | -2.8% | +1.6% | -4.3% | -3.0% |
| 30D | +9.5% | -7.1% | +16.6% | +10.3% |
| 3M | +1.0% | -4.0% | +5.0% | +1.3% |
| 6M | -8.0% | -5.7% | -2.3% | -7.6% |
| YTD | +9.4% | +17.2% | -7.7% | +7.1% |
| 1Y | +3.1% | +17.2% | -14.0% | +0.9% |
| 3Y | +70.5% | +121.1% | -50.6% | +54.0% |
| 5Y | +15.2% | +197.2% | -182.0% | +0.2% |
| 10Y | +291.2% | +280.9% | +10.3% | +221.0% |
| All | +7,463.1% | +5,176.1% | +2,287.1% | +3,624.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling