+2,470.0%
NEE vs HDB
+3,812.1%
-1,342.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | +1.9% | +0.4% | +1.5% | +1.9% |
| 30D | -2.2% | -2.8% | +0.7% | -1.7% |
| 3M | -1.2% | -3.5% | +2.4% | -0.8% |
| 6M | -8.6% | -24.7% | +16.2% | -4.0% |
| YTD | +6.2% | -36.6% | +42.8% | +15.1% |
| 1Y | +21.1% | -34.4% | +55.5% | +30.3% |
| 3Y | +36.4% | -24.4% | +60.8% | +41.2% |
| 5Y | +11.4% | -35.4% | +46.7% | +17.6% |
| 10Y | +250.0% | +39.5% | +210.4% | +209.9% |
| All | +2,470.0% | +3,812.1% | -1,342.1% | +1,515.0% |
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