+135.1%
ADI vs NEE
+9.6%
+125.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.9% |
| 7D | +2.6% | -0.5% | +3.2% | +2.8% |
| 30D | -4.6% | -1.7% | -2.9% | -4.2% |
| 3M | -9.5% | -1.8% | -7.7% | -9.2% |
| 6M | +14.8% | -8.8% | +23.7% | +17.6% |
| YTD | +35.8% | +5.2% | +30.6% | +33.5% |
| 1Y | +48.9% | +21.3% | +27.6% | +40.4% |
| 3Y | +115.6% | +35.2% | +80.4% | +92.1% |
| 5Y | +135.1% | +10.1% | +125.0% | +121.6% |
| All | +135.1% | +9.6% | +125.5% | +121.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling