+7,386.6%
NEE vs HAL
+535.9%
+6,850.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.6% |
| 7D | -2.1% | +6.1% | -8.2% | -2.8% |
| 30D | +8.6% | +2.9% | +5.7% | +8.2% |
| 3M | -0.3% | +3.3% | -3.6% | -0.8% |
| 6M | -8.9% | -16.9% | +8.0% | -7.3% |
| YTD | +8.3% | +21.2% | -12.8% | +5.3% |
| 1Y | +4.3% | +27.5% | -23.3% | +0.7% |
| 3Y | +70.7% | -6.4% | +77.2% | +68.5% |
| 5Y | +12.8% | +58.0% | -45.2% | +2.4% |
| 10Y | +287.2% | -14.6% | +301.9% | +244.6% |
| All | +7,386.6% | +535.9% | +6,850.7% | +4,635.0% |
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