+11.0%
NEE vs HRB
+109.9%
-98.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.9% | -12.2% | +10.2% | -1.1% |
| 30D | -3.1% | -3.0% | -0.2% | -3.1% |
| 3M | -2.4% | +21.7% | -24.1% | -4.1% |
| 6M | -8.6% | +52.3% | -60.9% | -12.3% |
| YTD | +4.9% | +6.5% | -1.6% | +5.1% |
| 1Y | +19.4% | -6.7% | +26.1% | +21.7% |
| 3Y | +34.9% | +25.1% | +9.7% | +28.6% |
| 5Y | +11.0% | +113.8% | -102.7% | -1.0% |
| All | +11.0% | +109.9% | -98.8% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling