+19.4%
NEE vs HAL
+69.2%
-49.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.3% |
| 7D | -1.9% | -3.3% | +1.3% | -1.9% |
| 30D | -3.1% | +7.2% | -10.3% | -3.1% |
| 3M | -2.4% | -8.8% | +6.4% | -2.4% |
| 6M | -8.6% | +3.0% | -11.6% | -8.6% |
| YTD | +4.9% | +29.4% | -24.5% | +5.0% |
| 1Y | +19.4% | +62.8% | -43.5% | +21.1% |
| All | +19.4% | +69.2% | -49.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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