+19.7%
NEE vs ACI
-33.8%
+53.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.3% |
| 7D | -0.5% | -5.0% | +4.5% | -0.3% |
| 30D | -1.7% | -2.3% | +0.6% | -1.6% |
| 3M | -1.8% | -23.2% | +21.4% | -0.3% |
| 6M | -8.8% | -29.5% | +20.6% | -6.7% |
| YTD | +5.2% | -28.6% | +33.8% | +7.4% |
| All | +19.7% | -33.8% | +53.5% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling