+21.1%
NEE vs ACGL
+4.8%
+16.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | +1.9% | -0.7% | +2.7% | +2.1% |
| 30D | -2.2% | -1.0% | -1.2% | -2.0% |
| 3M | -1.2% | +11.0% | -12.2% | -2.9% |
| 6M | -8.6% | -0.3% | -8.2% | -8.7% |
| YTD | +6.2% | +2.3% | +3.9% | +5.7% |
| 1Y | +21.1% | +6.4% | +14.7% | +19.8% |
| All | +21.1% | +4.8% | +16.3% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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