+563.1%
HPE vs NEE
+251.4%
+311.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.2% | +12.6% | +12.5% |
| 7D | +19.4% | -1.3% | +20.7% | +19.8% |
| 30D | +5.6% | -3.3% | +8.9% | +6.4% |
| 3M | +33.1% | -2.3% | +35.3% | +33.6% |
| 6M | +192.5% | -8.9% | +201.3% | +197.6% |
| YTD | +160.9% | +4.8% | +156.2% | +156.6% |
| 1Y | +155.0% | +18.7% | +136.2% | +142.9% |
| 3Y | +289.4% | +33.2% | +256.2% | +247.1% |
| 5Y | +395.7% | +10.9% | +384.8% | +361.6% |
| All | +563.1% | +251.4% | +311.7% | +358.3% |
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 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