+244.8%
NEE vs WU
-39.1%
+284.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.3% |
| 7D | -1.3% | -3.5% | +2.1% | -0.6% |
| 30D | -3.3% | -2.9% | -0.4% | -2.8% |
| 3M | -2.3% | -2.3% | 0.0% | -2.6% |
| 6M | -8.9% | -25.4% | +16.5% | -4.0% |
| YTD | +4.8% | -21.2% | +26.0% | +8.7% |
| 1Y | +18.7% | -8.9% | +27.6% | +18.5% |
| 3Y | +33.2% | -29.0% | +62.2% | +39.0% |
| 5Y | +10.9% | -50.7% | +61.6% | +25.1% |
| All | +244.8% | -39.1% | +284.0% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling