+285.0%
NEE vs ACN
+147.7%
+137.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.4% |
| 7D | -3.4% | -5.7% | +2.4% | -1.9% |
| 30D | +9.0% | +17.0% | -8.0% | +4.7% |
| 3M | +0.2% | +39.9% | -39.7% | -8.9% |
| 6M | -8.5% | +50.2% | -58.7% | -19.7% |
| YTD | +8.6% | -4.2% | +12.7% | +8.8% |
| 1Y | +2.2% | +4.3% | -2.2% | -1.0% |
| 3Y | +69.1% | -17.1% | +86.2% | +71.9% |
| 5Y | +13.0% | -26.5% | +39.5% | +18.8% |
| All | +285.0% | +147.7% | +137.2% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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