+7,463.1%
NEE vs HAS
+4,857.2%
+2,606.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.6% |
| 7D | -2.8% | +2.0% | -4.8% | -3.1% |
| 30D | +9.5% | +30.9% | -21.4% | +5.2% |
| 3M | +1.0% | +28.8% | -27.7% | -2.7% |
| 6M | -8.0% | +32.3% | -40.3% | -12.0% |
| YTD | +9.4% | +54.7% | -45.2% | +2.2% |
| 1Y | +3.1% | +63.2% | -60.1% | -4.5% |
| 3Y | +70.5% | +220.7% | -150.2% | +41.7% |
| 5Y | +15.2% | +53.3% | -38.1% | +5.0% |
| 10Y | +291.2% | +104.2% | +187.0% | +231.0% |
| All | +7,463.1% | +4,857.2% | +2,606.0% | +4,132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling