+12.2%
NEE vs WST
-25.7%
+37.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | -2.2% | -3.1% | +1.0% | -1.7% |
| 3M | -1.2% | +7.2% | -8.4% | -2.2% |
| 6M | -8.6% | +36.8% | -45.4% | -12.7% |
| YTD | +6.2% | +23.8% | -17.7% | +2.6% |
| 1Y | +21.1% | +37.8% | -16.7% | +15.0% |
| 3Y | +36.4% | -15.9% | +52.3% | +36.3% |
| All | +12.2% | -25.7% | +37.9% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 5y: compounded portfolio wealth divided by compounded WST 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…
5y analysis · Full analysis span regression · 6 months rolling