+620.2%
ADI vs NEE
+289.4%
+330.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | -2.1% | +11.6% | +10.3% |
| 30D | -1.4% | +8.6% | -10.0% | -4.5% |
| 3M | +4.7% | -0.3% | +5.0% | +4.5% |
| 6M | -7.4% | -8.9% | +1.5% | -4.9% |
| YTD | +48.1% | +8.3% | +39.7% | +42.8% |
| 1Y | +69.6% | +4.3% | +65.4% | +65.8% |
| 3Y | +144.4% | +70.7% | +73.6% | +91.9% |
| 5Y | +134.1% | +12.8% | +121.3% | +113.7% |
| All | +620.2% | +289.4% | +330.8% | +339.9% |
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