+2,522.1%
NEE vs HDB
+4,259.4%
-1,737.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -2.1% | +2.7% | -4.8% | -2.6% |
| 30D | +8.6% | +14.1% | -5.5% | +5.8% |
| 3M | -0.3% | +11.8% | -12.1% | -2.6% |
| 6M | -8.9% | +8.2% | -17.1% | -10.7% |
| YTD | +8.3% | -29.3% | +37.7% | +14.9% |
| 1Y | +4.3% | -28.8% | +33.0% | +10.4% |
| 3Y | +70.7% | -7.5% | +78.2% | +69.8% |
| 5Y | +12.8% | -23.1% | +35.9% | +15.1% |
| 10Y | +287.2% | +63.7% | +223.5% | +232.4% |
| All | +2,522.1% | +4,259.4% | -1,737.3% | +1,511.3% |
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