+1,974.6%
NEE vs SGI
+2,073.9%
-99.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +1.1% | +9.3% | -8.2% | +0.1% |
| 30D | -0.2% | +6.9% | -7.1% | -1.0% |
| 3M | +0.5% | +2.8% | -2.3% | 0.0% |
| 6M | -6.5% | -12.6% | +6.1% | -5.6% |
| YTD | +6.7% | -21.5% | +28.2% | +8.8% |
| 1Y | +23.6% | -18.8% | +42.4% | +25.3% |
| 3Y | +37.1% | +60.8% | -23.7% | +27.9% |
| 5Y | +10.9% | +60.0% | -49.1% | +1.6% |
| 10Y | +245.4% | +267.8% | -22.5% | +173.2% |
| All | +1,974.6% | +2,073.9% | -99.3% | +1,041.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SGI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling