+33.5%
NEE vs AGI
+204.0%
-170.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.1% | +0.1% |
| 7D | -1.9% | -5.3% | +3.3% | -1.4% |
| 30D | -3.1% | +6.8% | -9.9% | -4.0% |
| 3M | -2.4% | +8.3% | -10.7% | -3.7% |
| 6M | -8.6% | -29.2% | +20.6% | -5.0% |
| YTD | +4.9% | -7.3% | +12.2% | +3.8% |
| 1Y | +19.4% | +8.0% | +11.3% | +14.3% |
| All | +33.5% | +204.0% | -170.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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