+7,539.6%
NEE vs WMB
+4,987.0%
+2,552.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.5% |
| 7D | +2.2% | -6.7% | +8.8% | +2.9% |
| 30D | +12.3% | -8.6% | +20.8% | +13.3% |
| 3M | +3.4% | -4.9% | +8.3% | +3.8% |
| 6M | -5.3% | -6.3% | +1.0% | -4.8% |
| YTD | +10.6% | +13.0% | -2.4% | +8.6% |
| 1Y | +6.5% | +14.9% | -8.5% | +4.4% |
| 3Y | +73.5% | +113.4% | -39.8% | +57.4% |
| 5Y | +17.0% | +190.2% | -173.2% | +2.1% |
| 10Y | +281.9% | +259.9% | +22.0% | +215.4% |
| All | +7,539.6% | +4,987.0% | +2,552.7% | +3,678.8% |
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