+21.3%
NEE vs ASX
+275.6%
-254.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -1.4% |
| 7D | -0.5% | +11.1% | -11.7% | -0.6% |
| 30D | -1.7% | +9.6% | -11.3% | -1.7% |
| 3M | -1.8% | +18.6% | -20.5% | -2.2% |
| 6M | -8.8% | +92.1% | -101.0% | -10.3% |
| YTD | +5.2% | +158.5% | -153.3% | +3.7% |
| 1Y | +21.3% | +271.9% | -250.5% | +18.7% |
| All | +21.3% | +275.6% | -254.2% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling