+245.4%
NEE vs HDB
+32.9%
+212.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -1.9% | -6.2% | +4.3% | -0.4% |
| 30D | -3.1% | -6.2% | +3.1% | -1.7% |
| 3M | -2.4% | -5.9% | +3.4% | -1.4% |
| 6M | -8.6% | -25.9% | +17.3% | -2.4% |
| YTD | +4.9% | -40.2% | +45.2% | +18.1% |
| 1Y | +19.4% | -38.0% | +57.4% | +32.9% |
| 3Y | +34.9% | -30.5% | +65.3% | +43.5% |
| 5Y | +11.0% | -38.1% | +49.2% | +20.2% |
| All | +245.4% | +32.9% | +212.4% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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