+245.4%
NEE vs RACE
+793.3%
-547.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +1.1% | -1.0% | +2.1% | +1.3% |
| 30D | -0.2% | -1.5% | +1.3% | 0.0% |
| 3M | +0.5% | +15.5% | -14.9% | -3.3% |
| 6M | -6.5% | +17.3% | -23.8% | -10.8% |
| YTD | +6.7% | +11.1% | -4.4% | +2.9% |
| 1Y | +23.6% | -14.3% | +37.9% | +26.6% |
| 3Y | +37.1% | +40.2% | -3.0% | +19.5% |
| 5Y | +10.9% | +92.6% | -81.6% | -13.3% |
| 10Y | +245.4% | +786.6% | -541.2% | +94.7% |
| All | +245.4% | +793.3% | -547.9% | +94.7% |
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