+7,238.0%
NEE vs WMB
+5,535.5%
+1,702.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | +1.9% | +0.6% | +1.4% | +1.9% |
| 30D | -2.2% | +3.3% | -5.4% | -2.6% |
| 3M | -1.2% | +3.1% | -4.3% | -1.6% |
| 6M | -8.6% | -0.7% | -7.9% | -8.6% |
| YTD | +6.2% | +25.2% | -19.0% | +3.3% |
| 1Y | +21.1% | +32.9% | -11.8% | +16.8% |
| 3Y | +36.4% | +140.6% | -104.2% | +22.2% |
| 5Y | +11.4% | +273.5% | -262.1% | -5.5% |
| 10Y | +250.0% | +334.2% | -84.2% | +183.3% |
| All | +7,238.0% | +5,535.5% | +1,702.4% | +3,492.3% |
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