+1,439.0%
NEE vs XHB
+172.3%
+1,266.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | +8.6% | +9.9% | -1.3% | +5.6% |
| 3M | -0.3% | -6.3% | +6.0% | +1.4% |
| 6M | -8.9% | +3.8% | -12.8% | -10.4% |
| YTD | +8.3% | +0.1% | +8.2% | +7.3% |
| 1Y | +4.3% | -0.8% | +5.1% | +3.5% |
| 3Y | +70.7% | +35.6% | +35.1% | +52.1% |
| 5Y | +12.8% | +29.6% | -16.7% | +0.2% |
| 10Y | +287.2% | +237.5% | +49.7% | +155.2% |
| All | +1,439.0% | +172.3% | +1,266.7% | +815.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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