+37.1%
NEE vs ACWI
+77.6%
-40.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.7% |
| 7D | +1.1% | +1.1% | 0.0% | +0.6% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | +0.5% | +4.7% | -4.1% | -1.5% |
| 6M | -6.5% | +14.5% | -21.0% | -12.3% |
| YTD | +6.7% | +14.6% | -7.9% | -0.1% |
| 1Y | +23.6% | +21.4% | +2.2% | +12.4% |
| 3Y | +37.1% | +77.6% | -40.5% | -12.8% |
| All | +37.1% | +77.6% | -40.5% | -12.8% |
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