+70.7%
NEE vs HRB
+22.6%
+48.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.2% |
| 7D | -2.1% | -5.1% | +3.0% | -2.0% |
| 30D | +8.6% | +8.7% | -0.1% | +8.6% |
| 3M | -0.3% | -5.4% | +5.1% | -0.4% |
| 6M | -8.9% | +41.6% | -50.5% | -8.8% |
| YTD | +8.3% | +18.7% | -10.3% | +10.8% |
| 1Y | +4.3% | +16.4% | -12.2% | +6.7% |
| 3Y | +70.7% | +22.0% | +48.8% | +72.2% |
| All | +70.7% | +22.6% | +48.2% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling