+4.7%
NEE vs RCAT
-56.5%
+61.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.8% | -0.7% |
| 7D | +2.3% | -5.6% | +7.9% | +2.3% |
| 30D | +11.5% | -27.0% | +38.5% | +11.5% |
| 3M | +2.6% | -57.9% | +60.5% | +2.7% |
| 6M | -6.0% | -59.4% | +53.4% | -5.9% |
| YTD | +9.8% | -46.9% | +56.7% | +9.0% |
| 1Y | +4.7% | -54.0% | +58.7% | +3.8% |
| All | +4.7% | -56.5% | +61.2% | +3.8% |
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