+11.4%
NEE vs RCAT
-59.1%
+70.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -10.3% | +15.2% | +4.8% |
| 7D | +9.2% | -18.5% | +27.7% | +9.1% |
| 30D | +16.0% | -37.0% | +52.9% | +16.0% |
| 3M | +2.2% | -54.9% | +57.0% | +2.3% |
| 6M | -6.0% | -63.6% | +57.6% | -5.9% |
| YTD | +12.6% | -49.6% | +62.1% | +11.4% |
| 1Y | +11.4% | -57.8% | +69.2% | +11.3% |
| All | +11.4% | -59.1% | +70.5% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling