+4,213.8%
NEE vs AEIS
+2,566.8%
+1,647.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.2% | -0.9% |
| 7D | +1.9% | +3.0% | -1.0% | +1.7% |
| 30D | -2.2% | -14.6% | +12.5% | -1.3% |
| 3M | -1.2% | -12.4% | +11.3% | -0.9% |
| 6M | -8.6% | -15.0% | +6.4% | -8.4% |
| YTD | +6.2% | +34.3% | -28.1% | +3.1% |
| 1Y | +21.1% | +87.4% | -66.3% | +14.9% |
| 3Y | +36.4% | +139.8% | -103.4% | +25.9% |
| 5Y | +11.4% | +220.7% | -209.4% | +0.3% |
| 10Y | +250.0% | +531.6% | -281.6% | +196.5% |
| All | +4,213.8% | +2,566.8% | +1,647.0% | +3,190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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