+2.2%
NEE vs ALHC
-54.5%
+56.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.7% |
| 7D | -3.4% | -0.8% | -2.6% | -3.3% |
| 30D | +9.0% | -9.6% | +18.7% | +9.3% |
| 3M | +0.2% | -44.5% | +44.7% | +1.5% |
| 6M | -8.5% | -59.2% | +50.7% | -7.3% |
| YTD | +8.6% | -62.0% | +70.6% | +8.5% |
| 1Y | +2.2% | -54.8% | +57.0% | +1.6% |
| All | +2.2% | -54.5% | +56.7% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling