+21.1%
NEE vs FIG
-56.9%
+78.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.6% | -0.8% |
| 7D | +1.9% | -16.3% | +18.3% | +1.6% |
| 30D | -2.2% | -14.3% | +12.2% | -2.4% |
| 3M | -1.2% | +7.2% | -8.3% | -0.8% |
| 6M | -8.6% | -18.6% | +10.1% | -7.3% |
| YTD | +6.2% | -35.5% | +41.6% | +8.7% |
| 1Y | +21.1% | -55.8% | +76.9% | +28.1% |
| All | +21.1% | -56.9% | +78.0% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 1y: compounded portfolio wealth divided by compounded FIG 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…
1y analysis · Full analysis span regression · 6 months rolling