+33.8%
NEE vs HAL
-4.5%
+38.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | -0.5% | -1.3% | +0.8% | -0.5% |
| 30D | -1.7% | +10.9% | -12.6% | -2.4% |
| 3M | -1.8% | -5.8% | +4.0% | -1.5% |
| 6M | -8.8% | +8.1% | -16.9% | -9.6% |
| YTD | +5.2% | +33.2% | -28.0% | +2.5% |
| 1Y | +21.3% | +74.2% | -52.8% | +15.4% |
| All | +33.8% | -4.5% | +38.3% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling