+11.0%
NEE vs IAG
+796.9%
-785.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | -1.9% | -4.1% | +2.1% | -1.6% |
| 30D | -3.1% | +10.6% | -13.8% | -4.1% |
| 3M | -2.4% | +35.4% | -37.8% | -5.4% |
| 6M | -8.6% | -9.5% | +0.9% | -8.5% |
| YTD | +4.9% | +21.8% | -16.9% | +1.6% |
| 1Y | +19.4% | +84.1% | -64.8% | +10.6% |
| 3Y | +34.9% | +817.4% | -782.5% | +3.7% |
| 5Y | +11.0% | +830.1% | -819.1% | -17.5% |
| All | +11.0% | +796.9% | -785.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 5y: compounded portfolio wealth divided by compounded IAG 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…
5y analysis · Full analysis span regression · 6 months rolling