+2,557.5%
NEE vs HDB
+4,284.7%
-1,727.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.8% |
| 7D | +2.3% | +12.7% | -10.4% | 0.0% |
| 30D | +11.5% | +16.6% | -5.1% | +8.2% |
| 3M | +2.6% | +10.8% | -8.2% | +0.4% |
| 6M | -6.0% | +3.8% | -9.8% | -7.1% |
| YTD | +9.8% | -28.9% | +38.7% | +16.3% |
| 1Y | +4.7% | -28.0% | +32.7% | +10.6% |
| 3Y | +71.0% | -7.2% | +78.2% | +69.9% |
| 5Y | +15.8% | -22.2% | +38.1% | +18.0% |
| 10Y | +287.3% | +63.6% | +223.7% | +232.5% |
| All | +2,557.5% | +4,284.7% | -1,727.2% | +1,531.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling