+7,273.1%
NEE vs WY
+676.8%
+6,596.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.8% |
| 7D | +1.1% | -2.1% | +3.1% | +1.6% |
| 30D | -0.2% | -10.5% | +10.3% | +2.3% |
| 3M | +0.5% | -4.9% | +5.4% | +1.5% |
| 6M | -6.5% | -4.9% | -1.6% | -5.7% |
| YTD | +6.7% | -1.7% | +8.4% | +6.6% |
| 1Y | +23.6% | -9.4% | +33.0% | +25.6% |
| 3Y | +37.1% | -22.3% | +59.4% | +43.7% |
| 5Y | +10.9% | -20.5% | +31.5% | +14.6% |
| 10Y | +245.4% | +4.9% | +240.4% | +217.7% |
| All | +7,273.1% | +676.8% | +6,596.3% | +4,443.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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