+5,935.2%
NEE vs WWD
+15,408.5%
-9,473.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +1.9% | +1.3% | +0.7% | +1.7% |
| 30D | -2.2% | -7.2% | +5.0% | -1.1% |
| 3M | -1.2% | -3.8% | +2.7% | -0.9% |
| 6M | -8.6% | -9.9% | +1.3% | -7.6% |
| YTD | +6.2% | +14.8% | -8.6% | +3.0% |
| 1Y | +21.1% | +42.1% | -21.0% | +13.2% |
| 3Y | +36.4% | +170.8% | -134.4% | +13.3% |
| 5Y | +11.4% | +197.5% | -186.1% | -9.8% |
| 10Y | +250.0% | +477.8% | -227.8% | +145.0% |
| All | +5,935.2% | +15,408.5% | -9,473.4% | +3,043.6% |
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