+18,229.0%
WDC vs NEE
+7,273.1%
+10,955.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.7% | +2.0% |
| 7D | +6.0% | +1.1% | +4.9% | +5.6% |
| 30D | +9.9% | -0.2% | +10.2% | +10.0% |
| 3M | -9.4% | +0.5% | -9.9% | -9.7% |
| 6M | +94.7% | -6.5% | +101.3% | +98.7% |
| YTD | +177.4% | +6.7% | +170.7% | +170.0% |
| 1Y | +412.6% | +23.6% | +389.0% | +373.5% |
| 3Y | +1,359.8% | +37.1% | +1,322.6% | +1,150.7% |
| 5Y | +992.6% | +10.9% | +981.6% | +898.5% |
| 10Y | +1,245.5% | +245.4% | +1,000.1% | +700.5% |
| All | +18,229.0% | +7,273.1% | +10,955.9% | +4,444.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling