+6,120.4%
NEE vs WWD
+15,065.0%
-8,944.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | -2.8% | +3.7% | -6.5% | -3.4% |
| 30D | +9.5% | +1.8% | +7.7% | +9.0% |
| 3M | +1.0% | -5.0% | +6.0% | +1.5% |
| 6M | -8.0% | -8.4% | +0.4% | -7.3% |
| YTD | +9.4% | +12.3% | -2.8% | +6.2% |
| 1Y | +3.1% | +26.2% | -23.1% | -2.0% |
| 3Y | +70.5% | +154.6% | -84.1% | +42.7% |
| 5Y | +15.2% | +195.3% | -180.0% | -6.8% |
| 10Y | +291.2% | +466.3% | -175.1% | +174.3% |
| All | +6,120.4% | +15,065.0% | -8,944.6% | +3,142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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