+2,104.4%
NEE vs ASX
+3,515.0%
-1,410.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | +1.9% | -0.7% | +2.7% | +2.0% |
| 30D | -2.2% | +2.0% | -4.1% | -2.4% |
| 3M | -1.2% | -1.3% | +0.2% | -1.9% |
| 6M | -8.6% | +71.4% | -80.0% | -14.8% |
| YTD | +6.2% | +135.3% | -129.1% | -4.6% |
| 1Y | +21.1% | +267.5% | -246.4% | +3.3% |
| 3Y | +36.4% | +388.5% | -352.1% | +10.8% |
| 5Y | +11.4% | +417.1% | -405.7% | -11.5% |
| 10Y | +250.0% | +872.7% | -622.8% | +151.8% |
| All | +2,104.4% | +3,515.0% | -1,410.6% | +1,188.8% |
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