+37.1%
NEE vs AG
+272.3%
-235.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +1.1% | +4.5% | -3.4% | +0.7% |
| 30D | -0.2% | +12.9% | -13.1% | -1.2% |
| 3M | +0.5% | +20.9% | -20.4% | -1.3% |
| 6M | -6.5% | -19.5% | +13.0% | -5.6% |
| YTD | +6.7% | +24.8% | -18.1% | +2.8% |
| 1Y | +23.6% | +120.2% | -96.6% | +12.1% |
| 3Y | +37.1% | +279.0% | -241.9% | +11.2% |
| All | +37.1% | +272.3% | -235.1% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling