+1,248.3%
NEE vs WU
-21.8%
+1,270.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -2.1% | -2.0% | -0.1% | -1.6% |
| 30D | +8.6% | +11.4% | -2.8% | +5.6% |
| 3M | -0.3% | -6.8% | +6.5% | +1.2% |
| 6M | -8.9% | -14.6% | +5.7% | -6.5% |
| YTD | +8.3% | -20.6% | +29.0% | +12.7% |
| 1Y | +4.3% | -15.4% | +19.6% | +6.6% |
| 3Y | +70.7% | -23.6% | +94.4% | +76.2% |
| 5Y | +12.8% | -43.4% | +56.2% | +23.3% |
| 10Y | +287.2% | -38.8% | +326.0% | +300.4% |
| All | +1,248.3% | -21.8% | +1,270.1% | +1,017.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling