+284.2%
NEE vs HAS
+97.5%
+186.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | -2.1% | +1.4% | -3.5% | -2.4% |
| 30D | +8.6% | +26.3% | -17.7% | +3.4% |
| 3M | -0.3% | +25.6% | -25.9% | -5.1% |
| 6M | -8.9% | +30.3% | -39.2% | -14.2% |
| YTD | +8.3% | +50.4% | -42.0% | -1.3% |
| 1Y | +4.3% | +57.7% | -53.5% | -6.0% |
| 3Y | +70.7% | +213.4% | -142.6% | +30.6% |
| 5Y | +12.8% | +49.1% | -36.3% | -0.7% |
| All | +284.2% | +97.5% | +186.6% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling