+7,238.0%
NEE vs HAL
+597.8%
+6,640.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | +1.9% | +2.9% | -1.0% | +1.6% |
| 30D | -2.2% | +17.0% | -19.2% | -4.0% |
| 3M | -1.2% | -9.7% | +8.5% | -0.2% |
| 6M | -8.6% | +8.6% | -17.2% | -9.8% |
| YTD | +6.2% | +33.0% | -26.8% | +2.2% |
| 1Y | +21.1% | +68.3% | -47.2% | +13.1% |
| 3Y | +36.4% | +0.1% | +36.3% | +33.6% |
| 5Y | +11.4% | +102.6% | -91.3% | -1.9% |
| 10Y | +250.0% | +3.8% | +246.2% | +204.5% |
| All | +7,238.0% | +597.8% | +6,640.2% | +4,498.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling