+651.5%
ADI vs NEE
+251.4%
+400.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.0% | +4.9% |
| 7D | +4.6% | -1.3% | +5.9% | +5.0% |
| 30D | -1.2% | -3.3% | +2.2% | 0.0% |
| 3M | -7.8% | -2.3% | -5.6% | -7.2% |
| 6M | +19.3% | -8.9% | +28.2% | +22.9% |
| YTD | +40.9% | +4.8% | +36.2% | +38.0% |
| 1Y | +54.5% | +18.7% | +35.8% | +44.4% |
| 3Y | +123.4% | +33.2% | +90.2% | +93.5% |
| 5Y | +142.3% | +10.9% | +131.5% | +122.9% |
| All | +651.5% | +251.4% | +400.1% | +401.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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