+7,273.1%
NEE vs AIG
-23.1%
+7,296.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.7% |
| 7D | +1.1% | -1.6% | +2.7% | +1.3% |
| 30D | -0.2% | -5.2% | +5.0% | +0.4% |
| 3M | +0.5% | +1.5% | -0.9% | +0.3% |
| 6M | -6.5% | -3.9% | -2.6% | -6.2% |
| YTD | +6.7% | -11.6% | +18.3% | +8.0% |
| 1Y | +23.6% | -2.9% | +26.5% | +23.6% |
| 3Y | +37.1% | +33.7% | +3.4% | +31.9% |
| 5Y | +10.9% | +52.7% | -41.7% | +4.4% |
| 10Y | +245.4% | +62.6% | +182.7% | +211.4% |
| All | +7,273.1% | -23.1% | +7,296.3% | +5,032.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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