+281.9%
NEE vs RACE
+738.3%
-456.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +2.2% | +3.9% | -1.8% | +1.2% |
| 30D | +12.3% | +7.4% | +4.8% | +10.4% |
| 3M | +3.4% | +1.6% | +1.8% | +2.8% |
| 6M | -5.3% | +23.3% | -28.6% | -10.5% |
| YTD | +10.6% | +14.7% | -4.1% | +5.8% |
| 1Y | +6.5% | +2.5% | +3.9% | +4.7% |
| 3Y | +73.5% | +28.0% | +45.6% | +55.6% |
| 5Y | +17.0% | +69.8% | -52.8% | -5.3% |
| 10Y | +281.9% | +734.9% | -453.0% | +135.6% |
| All | +281.9% | +738.3% | -456.4% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling