+245.4%
NEE vs RBA
+195.3%
+50.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -1.9% | -3.3% | +1.4% | -1.2% |
| 30D | -3.1% | -9.8% | +6.7% | -1.0% |
| 3M | -2.4% | -23.5% | +21.0% | +2.8% |
| 6M | -8.6% | -21.5% | +12.9% | -4.3% |
| YTD | +4.9% | -21.2% | +26.1% | +9.2% |
| 1Y | +19.4% | -30.2% | +49.6% | +27.5% |
| 3Y | +34.9% | +25.3% | +9.5% | +23.5% |
| 5Y | +11.0% | +35.1% | -24.1% | -2.3% |
| All | +245.4% | +195.3% | +50.1% | +151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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