+2,179.5%
NEE vs ASX
+3,319.4%
-1,139.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -3.9% | -1.0% |
| 7D | +2.3% | -9.1% | +11.4% | +2.9% |
| 30D | +11.5% | -23.6% | +35.1% | +13.7% |
| 3M | +2.6% | -5.6% | +8.2% | +2.2% |
| 6M | -6.0% | +4.7% | -10.7% | -8.2% |
| YTD | +9.8% | +122.6% | -112.8% | -1.6% |
| 1Y | +4.7% | +133.0% | -128.3% | -6.8% |
| 3Y | +71.0% | +367.1% | -296.1% | +38.4% |
| 5Y | +15.8% | +504.7% | -488.9% | -10.2% |
| 10Y | +287.3% | +887.2% | -599.9% | +175.7% |
| All | +2,179.5% | +3,319.4% | -1,139.9% | +1,228.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling