+2,449.6%
NEE vs ACN
+2,341.7%
+108.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.1% | -3.8% | +1.7% | -1.2% |
| 30D | +8.6% | +16.5% | -7.9% | +4.7% |
| 3M | -0.3% | +41.5% | -41.8% | -8.8% |
| 6M | -8.9% | +60.1% | -69.0% | -20.3% |
| YTD | +8.3% | -3.9% | +12.3% | +6.4% |
| 1Y | +4.3% | +4.1% | +0.2% | 0.0% |
| 3Y | +70.7% | -15.9% | +86.6% | +69.7% |
| 5Y | +12.8% | -26.3% | +39.1% | +14.9% |
| 10Y | +287.2% | +148.2% | +139.0% | +189.7% |
| All | +2,449.6% | +2,341.7% | +108.0% | +1,065.8% |
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