+10.1%
NEE vs HBM
+392.2%
-382.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.5% | +5.5% | -6.1% | -1.1% |
| 30D | -1.7% | +3.3% | -5.0% | -2.1% |
| 3M | -1.8% | +12.7% | -14.5% | -3.5% |
| 6M | -8.8% | +28.2% | -37.0% | -12.4% |
| YTD | +5.2% | +45.3% | -40.1% | -0.8% |
| 1Y | +21.3% | +121.7% | -100.4% | +8.5% |
| 3Y | +35.2% | +523.5% | -488.3% | +2.6% |
| 5Y | +10.1% | +393.9% | -383.8% | -14.5% |
| All | +10.1% | +392.2% | -382.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 5y: compounded portfolio wealth divided by compounded HBM 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…
5y analysis · Full analysis span regression · 6 months rolling