+20.6%
NEE vs FIG
-74.1%
+94.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.8% | -1.5% |
| 7D | -0.5% | -14.5% | +13.9% | -0.9% |
| 30D | -1.7% | -13.3% | +11.6% | -1.9% |
| 3M | -1.8% | +7.4% | -9.3% | -1.4% |
| 6M | -8.8% | -27.8% | +19.0% | -8.3% |
| YTD | +5.2% | -41.1% | +46.3% | +5.9% |
| 1Y | +21.3% | -58.7% | +80.1% | +23.1% |
| All | +20.6% | -74.1% | +94.7% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling