+244.8%
NEE vs HRB
+209.1%
+35.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -1.3% | -8.0% | +6.7% | -0.2% |
| 30D | -3.3% | -16.0% | +12.6% | -1.1% |
| 3M | -2.3% | +26.9% | -29.1% | -6.0% |
| 6M | -8.9% | +51.1% | -60.0% | -15.3% |
| YTD | +4.8% | +7.1% | -2.3% | +2.7% |
| 1Y | +18.7% | -9.6% | +28.3% | +19.6% |
| 3Y | +33.2% | +25.4% | +7.8% | +24.4% |
| 5Y | +10.9% | +114.9% | -104.1% | -7.6% |
| All | +244.8% | +209.1% | +35.7% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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