+11.5%
NEE vs HRB
+140.6%
-129.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | -2.1% | -5.1% | +3.0% | -1.7% |
| 30D | +8.6% | +8.7% | -0.1% | +8.0% |
| 3M | -0.3% | -5.4% | +5.1% | 0.0% |
| 6M | -8.9% | +41.6% | -50.5% | -11.6% |
| YTD | +8.3% | +18.7% | -10.3% | +7.7% |
| 1Y | +4.3% | +16.4% | -12.2% | +3.9% |
| 3Y | +70.7% | +22.0% | +48.8% | +65.7% |
| All | +11.5% | +140.6% | -129.2% | -2.2% |
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 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