+284.2%
NEE vs RBA
+207.2%
+77.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -2.1% | +1.7% | -3.8% | -2.5% |
| 30D | +8.6% | +8.3% | +0.3% | +6.7% |
| 3M | -0.3% | +10.5% | -10.8% | -2.7% |
| 6M | -8.9% | -5.9% | -3.1% | -8.4% |
| YTD | +8.3% | -6.9% | +15.2% | +8.6% |
| 1Y | +4.3% | -4.9% | +9.1% | +3.9% |
| 3Y | +70.7% | +64.5% | +6.3% | +46.8% |
| 5Y | +12.8% | +46.1% | -33.3% | -2.3% |
| All | +284.2% | +207.2% | +77.0% | +167.2% |
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