+37.1%
NEE vs ACI
-43.5%
+80.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.7% | +0.7% |
| 7D | +1.1% | -2.6% | +3.7% | +1.3% |
| 30D | -0.2% | +1.1% | -1.3% | -0.3% |
| 3M | +0.5% | -23.6% | +24.2% | +2.9% |
| 6M | -6.5% | -29.9% | +23.4% | -3.4% |
| YTD | +6.7% | -26.9% | +33.6% | +9.6% |
| 1Y | +23.6% | -34.2% | +57.9% | +28.6% |
| 3Y | +37.1% | -43.6% | +80.8% | +46.2% |
| All | +37.1% | -43.5% | +80.6% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling