+14.0%
NEE vs ACI
-42.6%
+56.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.1% |
| 7D | -2.8% | -5.3% | +2.5% | -2.1% |
| 30D | +9.5% | +5.0% | +4.5% | +8.8% |
| 3M | +1.0% | +7.5% | -6.5% | 0.0% |
| 6M | -8.0% | -16.0% | +8.0% | -6.3% |
| YTD | +9.4% | -20.6% | +30.1% | +12.2% |
| 1Y | +3.1% | -23.5% | +26.7% | +6.4% |
| 3Y | +70.5% | -32.1% | +102.6% | +78.6% |
| All | +14.0% | -42.6% | +56.6% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling