+21.2%
IGV vs NEE
+9.7%
+11.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | -5.4% | -1.9% | -3.4% | -5.1% |
| 30D | -2.6% | -3.1% | +0.5% | -2.1% |
| 3M | +10.5% | -2.4% | +12.9% | +10.9% |
| 6M | +18.2% | -8.6% | +26.8% | +19.5% |
| YTD | -4.2% | +4.9% | -9.2% | -6.5% |
| 1Y | -9.8% | +19.4% | -29.2% | -14.9% |
| 3Y | +39.1% | +34.9% | +4.3% | +22.4% |
| 5Y | +21.2% | +11.0% | +10.2% | +14.9% |
| All | +21.2% | +9.7% | +11.5% | +14.9% |
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