+33,321.4%
HD vs NEE
+7,547.6%
+25,773.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.3% |
| 7D | +4.3% | +3.9% | +0.5% | +2.8% |
| 30D | +20.2% | +12.8% | +7.4% | +14.6% |
| 3M | -1.0% | +3.6% | -4.6% | -2.3% |
| 6M | +7.9% | -7.5% | +15.4% | +11.2% |
| YTD | +2.0% | +10.7% | -8.7% | -2.5% |
| 1Y | -4.3% | +9.1% | -13.4% | -8.0% |
| 3Y | +25.9% | +61.0% | -35.1% | 0.0% |
| 5Y | +5.8% | +16.3% | -10.5% | -5.8% |
| 10Y | +262.5% | +264.6% | -2.1% | +97.5% |
| All | +33,321.4% | +7,547.6% | +25,773.8% | +4,458.3% |
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