+7,273.1%
NEE vs DHR
+56,062.1%
-48,788.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.7% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | -0.2% | +0.2% | -0.5% | -0.4% |
| 3M | +0.5% | +12.1% | -11.5% | -2.3% |
| 6M | -6.5% | +5.4% | -11.9% | -8.2% |
| YTD | +6.7% | -10.0% | +16.7% | +8.1% |
| 1Y | +23.6% | +4.1% | +19.5% | +21.1% |
| 3Y | +37.1% | -5.2% | +42.3% | +35.3% |
| 5Y | +10.9% | -28.2% | +39.2% | +15.0% |
| 10Y | +245.4% | +208.4% | +37.0% | +172.8% |
| All | +7,273.1% | +56,062.1% | -48,788.9% | +3,228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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