+326.0%
NEE vs RACE
+647.6%
-321.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | +1.9% | -2.5% | +4.5% | +2.5% |
| 30D | -2.2% | +0.8% | -2.9% | -2.4% |
| 3M | -1.2% | +17.2% | -18.3% | -4.8% |
| 6M | -8.6% | +13.6% | -22.1% | -11.6% |
| YTD | +6.2% | +12.2% | -6.0% | +2.6% |
| 1Y | +21.1% | -16.3% | +37.4% | +24.4% |
| 3Y | +36.4% | +36.4% | 0.0% | +22.2% |
| 5Y | +11.4% | +95.0% | -83.6% | -9.8% |
| 10Y | +250.0% | +813.2% | -563.3% | +134.8% |
| All | +326.0% | +647.6% | -321.6% | +190.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling