+253.2%
NEE vs ASX
+973.8%
-720.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -1.8% |
| 7D | -0.5% | +11.1% | -11.7% | -1.8% |
| 30D | -1.7% | +9.6% | -11.3% | -2.9% |
| 3M | -1.8% | +18.6% | -20.5% | -4.8% |
| 6M | -8.8% | +92.1% | -101.0% | -17.7% |
| YTD | +5.2% | +158.5% | -153.3% | -9.1% |
| 1Y | +21.3% | +271.9% | -250.5% | -0.8% |
| 3Y | +35.2% | +465.2% | -430.0% | +0.4% |
| 5Y | +10.1% | +479.4% | -469.3% | -20.6% |
| 10Y | +253.2% | +992.0% | -738.8% | +111.0% |
| All | +253.2% | +973.8% | -720.6% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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