+58.6%
NEE vs AHR
+360.2%
-301.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.9% | -3.0% | +1.1% | -1.3% |
| 30D | -3.1% | +2.6% | -5.7% | -3.6% |
| 3M | -2.4% | +16.0% | -18.4% | -5.7% |
| 6M | -8.6% | +3.1% | -11.7% | -9.7% |
| YTD | +4.9% | +16.0% | -11.1% | +1.1% |
| 1Y | +19.4% | +28.0% | -8.6% | +12.3% |
| All | +58.6% | +360.2% | -301.6% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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