-2.1%
IGV vs NEE
+19.1%
-21.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.5% |
| 7D | -4.5% | +1.9% | -6.4% | -3.9% |
| 30D | +3.2% | -2.2% | +5.4% | +2.5% |
| 3M | +4.5% | -1.2% | +5.7% | +4.2% |
| 6M | +22.1% | -8.6% | +30.7% | +19.8% |
| YTD | -1.0% | +6.2% | -7.2% | -3.4% |
| 1Y | -2.1% | +21.1% | -23.2% | -2.6% |
| All | -2.1% | +19.1% | -21.2% | -2.6% |
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