+61.0%
NEE vs ACWI
+70.3%
-9.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | +3.9% | -2.4% | +6.2% | +4.8% |
| 30D | +12.8% | -5.2% | +18.0% | +15.0% |
| 3M | +3.6% | -4.8% | +8.4% | +5.4% |
| 6M | -7.5% | -1.3% | -6.2% | -7.4% |
| YTD | +10.7% | +8.4% | +2.3% | +6.0% |
| 1Y | +9.1% | +11.0% | -1.9% | +3.3% |
| 3Y | +61.0% | +70.6% | -9.6% | -6.7% |
| All | +61.0% | +70.3% | -9.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling