+34,054.1%
HD vs NEE
+7,487.7%
+26,566.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | +5.2% | +2.3% | +2.9% | +4.3% |
| 30D | +20.7% | +11.5% | +9.2% | +15.6% |
| 3M | +0.8% | +2.6% | -1.8% | -0.2% |
| 6M | +12.2% | -6.0% | +18.2% | +14.9% |
| YTD | +4.2% | +9.8% | -5.6% | -0.1% |
| 1Y | -2.6% | +4.7% | -7.3% | -4.8% |
| 3Y | +30.0% | +71.0% | -41.0% | +0.6% |
| 5Y | +8.1% | +15.8% | -7.7% | -3.6% |
| 10Y | +247.2% | +287.3% | -40.1% | +84.9% |
| All | +34,054.1% | +7,487.7% | +26,566.3% | +4,573.1% |
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