+8,919.3%
WMT vs NEE
+7,273.1%
+1,646.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.2% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | -5.0% | -0.2% | -4.7% | -4.9% |
| 3M | -11.3% | +0.5% | -11.8% | -11.4% |
| 6M | -13.8% | -6.5% | -7.3% | -12.4% |
| YTD | -4.2% | +6.7% | -10.9% | -6.2% |
| 1Y | +4.6% | +23.6% | -19.0% | -2.0% |
| 3Y | +100.5% | +37.1% | +63.4% | +77.2% |
| 5Y | +129.7% | +10.9% | +118.7% | +113.0% |
| 10Y | +423.4% | +245.4% | +178.1% | +233.5% |
| All | +8,919.3% | +7,273.1% | +1,646.1% | +1,538.2% |
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