+11,253.4%
WDC vs NEE
+7,386.6%
+3,866.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | +12.1% | -2.1% | +14.2% | +12.9% |
| 30D | -18.8% | +8.6% | -27.4% | -21.5% |
| 3M | -39.3% | -0.3% | -39.0% | -39.7% |
| 6M | -40.1% | -8.9% | -31.2% | -38.8% |
| YTD | +71.8% | +8.3% | +63.5% | +65.3% |
| 1Y | +88.5% | +4.3% | +84.2% | +83.8% |
| 3Y | +770.0% | +70.7% | +699.3% | +589.1% |
| 5Y | +549.0% | +12.8% | +536.2% | +486.1% |
| 10Y | +650.3% | +287.2% | +363.1% | +326.5% |
| All | +11,253.4% | +7,386.6% | +3,866.8% | +2,681.2% |
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 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