+991.6%
WDC vs NEE
+9.6%
+982.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.4% |
| 7D | +7.5% | -0.5% | +8.0% | +7.6% |
| 30D | +10.1% | -1.7% | +11.7% | +10.5% |
| 3M | -6.8% | -1.8% | -5.0% | -6.5% |
| 6M | +84.1% | -8.8% | +93.0% | +88.1% |
| YTD | +180.3% | +5.2% | +175.1% | +176.2% |
| 1Y | +411.1% | +21.3% | +389.7% | +387.1% |
| 3Y | +1,375.0% | +35.2% | +1,339.8% | +1,240.9% |
| 5Y | +991.6% | +10.1% | +981.4% | +928.5% |
| All | +991.6% | +9.6% | +982.0% | +928.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling