+11.3%
NEE vs AGI
+400.3%
-389.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -1.3% | -2.7% | +1.4% | -1.0% |
| 30D | -3.3% | +7.2% | -10.6% | -4.4% |
| 3M | -2.3% | +4.3% | -6.5% | -3.3% |
| 6M | -8.9% | -27.1% | +18.2% | -5.4% |
| YTD | +4.8% | -6.6% | +11.4% | +3.5% |
| 1Y | +18.7% | +9.5% | +9.2% | +13.3% |
| 3Y | +33.2% | +208.4% | -175.2% | +0.9% |
| All | +11.3% | +400.3% | -389.0% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling