+2.2%
NEE vs AG
+15.8%
-13.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.5% | -0.6% |
| 7D | -3.4% | -6.0% | +2.7% | -3.1% |
| 30D | +9.0% | -14.3% | +23.4% | +9.6% |
| 3M | +0.2% | -26.9% | +27.1% | +1.3% |
| 6M | -8.5% | -42.1% | +33.6% | -6.4% |
| YTD | +8.6% | -15.9% | +24.4% | +7.1% |
| 1Y | +2.2% | +11.5% | -9.4% | -1.9% |
| All | +2.2% | +15.8% | -13.7% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling