+63.7%
NEE vs ACI
+17.4%
+46.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -1.9% | -7.1% | +5.1% | -1.2% |
| 30D | -3.1% | -4.5% | +1.4% | -2.7% |
| 3M | -2.4% | -22.3% | +19.9% | -0.4% |
| 6M | -8.6% | -28.4% | +19.8% | -6.0% |
| YTD | +4.9% | -29.5% | +34.4% | +8.1% |
| 1Y | +19.4% | -34.2% | +53.6% | +23.7% |
| 3Y | +34.9% | -45.7% | +80.5% | +42.3% |
| 5Y | +11.0% | -40.8% | +51.8% | +15.1% |
| All | +63.7% | +17.4% | +46.3% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling