+33.2%
NEE vs HDB
-26.2%
+59.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.9% | -7.0% | -0.9% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | -3.3% | +1.0% | -4.3% | -3.5% |
| 3M | -2.3% | -2.0% | -0.3% | -2.2% |
| 6M | -8.9% | -18.1% | +9.2% | -6.8% |
| YTD | +4.8% | -36.1% | +40.9% | +11.0% |
| 1Y | +18.7% | -34.0% | +52.8% | +25.1% |
| 3Y | +33.2% | -26.7% | +59.9% | +29.1% |
| All | +33.2% | -26.2% | +59.5% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling