+37,071.2%
ADI vs NEE
+7,238.0%
+29,833.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.9% |
| 7D | +0.4% | +1.9% | -1.5% | -0.2% |
| 30D | -3.8% | -2.2% | -1.6% | -3.1% |
| 3M | -15.3% | -1.2% | -14.1% | -15.1% |
| 6M | +6.7% | -8.6% | +15.2% | +9.6% |
| YTD | +34.8% | +6.2% | +28.6% | +31.6% |
| 1Y | +49.0% | +21.1% | +27.9% | +39.0% |
| 3Y | +108.1% | +36.4% | +71.7% | +81.0% |
| 5Y | +142.4% | +11.4% | +131.1% | +123.4% |
| 10Y | +589.9% | +250.0% | +339.9% | +328.7% |
| All | +37,071.2% | +7,238.0% | +29,833.2% | +8,344.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling