+386.0%
WDC vs NEE
+21.2%
+364.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.2% | -4.3% |
| 7D | +4.4% | -1.9% | +6.3% | +5.1% |
| 30D | +5.3% | -3.1% | +8.4% | +6.4% |
| 3M | -5.9% | -2.4% | -3.5% | -5.5% |
| 6M | +73.2% | -8.6% | +81.8% | +79.8% |
| YTD | +167.8% | +4.9% | +162.9% | +157.8% |
| 1Y | +386.0% | +19.4% | +366.6% | +364.2% |
| All | +386.0% | +21.2% | +364.8% | +364.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 1y: compounded portfolio wealth divided by compounded NEE 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…
1y analysis · Full analysis span regression · 6 months rolling