+2,168.9%
NEE vs AGI
+5,381.0%
-3,212.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | +1.1% | +4.4% | -3.3% | +0.9% |
| 30D | -0.2% | +10.0% | -10.2% | -0.7% |
| 3M | +0.5% | +1.7% | -1.2% | +0.3% |
| 6M | -6.5% | -26.8% | +20.3% | -5.4% |
| YTD | +6.7% | -5.3% | +12.0% | +6.4% |
| 1Y | +23.6% | +11.5% | +12.1% | +22.0% |
| 3Y | +37.1% | +212.9% | -175.8% | +28.2% |
| 5Y | +10.9% | +388.8% | -377.9% | +1.2% |
| 10Y | +245.4% | +383.6% | -138.2% | +208.2% |
| All | +2,168.9% | +5,381.0% | -3,212.1% | +1,761.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling