+2,399.0%
NEE vs ACN
+1,705.6%
+693.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | 0.0% |
| 7D | +1.9% | -1.5% | +3.5% | +2.3% |
| 30D | -2.2% | +9.4% | -11.5% | -4.3% |
| 3M | -1.2% | +5.6% | -6.8% | -3.6% |
| 6M | -8.6% | -9.3% | +0.7% | -8.2% |
| YTD | +6.2% | -29.0% | +35.2% | +12.6% |
| 1Y | +21.1% | -24.7% | +45.8% | +25.9% |
| 3Y | +36.4% | -39.8% | +76.2% | +47.7% |
| 5Y | +11.4% | -40.9% | +52.3% | +19.9% |
| 10Y | +250.0% | +91.1% | +158.9% | +180.0% |
| All | +2,399.0% | +1,705.6% | +693.4% | +1,133.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling