+244.8%
NEE vs DHI
+414.5%
-169.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | -1.3% | -3.4% | +2.1% | -0.6% |
| 30D | -3.3% | -5.4% | +2.1% | -2.2% |
| 3M | -2.3% | -10.4% | +8.2% | 0.0% |
| 6M | -8.9% | -2.8% | -6.1% | -8.9% |
| YTD | +4.8% | -3.4% | +8.2% | +4.6% |
| 1Y | +18.7% | -22.9% | +41.6% | +24.7% |
| 3Y | +33.2% | +20.7% | +12.6% | +22.5% |
| 5Y | +10.9% | +62.1% | -51.3% | -7.7% |
| All | +244.8% | +414.5% | -169.7% | +114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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