+71.1%
NEE vs ACWI
+75.0%
-4.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -3.4% | +2.7% | -6.0% | -4.3% |
| 30D | +9.0% | -2.6% | +11.6% | +10.0% |
| 3M | +0.2% | -3.2% | +3.3% | +1.3% |
| 6M | -8.5% | +1.9% | -10.4% | -9.5% |
| YTD | +8.6% | +11.3% | -2.8% | +3.1% |
| 1Y | +2.2% | +11.7% | -9.5% | -3.1% |
| All | +71.1% | +75.0% | -4.0% | +5.2% |
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