+56.5%
NEE vs AMIX
-100.0%
+156.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -20.0% | +19.7% | -0.3% |
| 7D | -2.8% | -8.1% | +5.3% | -2.8% |
| 30D | +9.5% | -52.3% | +61.8% | +9.6% |
| 3M | +1.0% | -83.8% | +84.8% | +1.1% |
| 6M | -8.0% | -79.0% | +71.0% | -8.0% |
| YTD | +9.4% | -87.2% | +96.6% | +9.3% |
| 1Y | +3.1% | -91.7% | +94.8% | +3.0% |
| All | +56.5% | -100.0% | +156.5% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling