+69.0%
NEE vs ACI
+32.8%
+36.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -2.1% | +2.3% | -4.4% | -2.3% |
| 30D | +8.6% | +1.2% | +7.4% | +8.5% |
| 3M | -0.3% | +6.8% | -7.1% | -1.0% |
| 6M | -8.9% | -18.7% | +9.8% | -7.4% |
| YTD | +8.3% | -20.2% | +28.6% | +10.2% |
| 1Y | +4.3% | -23.7% | +28.0% | +6.5% |
| 3Y | +70.7% | -31.6% | +102.4% | +76.0% |
| 5Y | +12.8% | -42.8% | +55.6% | +16.1% |
| All | +69.0% | +32.8% | +36.2% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling