+7,539.6%
NEE vs THC
+563.9%
+6,975.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.3% |
| 7D | +2.2% | +7.5% | -5.3% | +1.5% |
| 30D | +12.3% | +9.6% | +2.7% | +11.4% |
| 3M | +3.4% | +10.3% | -6.9% | +2.5% |
| 6M | -5.3% | +51.8% | -57.1% | -8.9% |
| YTD | +10.6% | +45.4% | -34.9% | +6.5% |
| 1Y | +6.5% | +40.8% | -34.3% | +2.7% |
| 3Y | +73.5% | +448.8% | -375.3% | +48.2% |
| 5Y | +17.0% | +263.4% | -246.4% | +1.5% |
| 10Y | +281.9% | +1,800.1% | -1,518.2% | +172.9% |
| All | +7,539.6% | +563.9% | +6,975.8% | +4,855.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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