+70.7%
NEE vs RACE
+24.7%
+46.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | -2.1% | -1.2% | -0.9% | -2.0% |
| 30D | +8.6% | +6.1% | +2.5% | +7.8% |
| 3M | -0.3% | -0.3% | 0.0% | -0.3% |
| 6M | -8.9% | +23.4% | -32.4% | -11.7% |
| YTD | +8.3% | +12.5% | -4.2% | +6.2% |
| 1Y | +4.3% | -0.5% | +4.7% | +4.2% |
| 3Y | +70.7% | +23.6% | +47.1% | +53.9% |
| All | +70.7% | +24.7% | +46.0% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling