+245.4%
NEE vs RGEN
+414.1%
-168.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -1.9% | -2.9% | +1.0% | -1.6% |
| 30D | -3.1% | -0.1% | -3.1% | -3.2% |
| 3M | -2.4% | +25.9% | -28.4% | -5.0% |
| 6M | -8.6% | +35.2% | -43.8% | -12.1% |
| YTD | +4.9% | +0.5% | +4.4% | +4.1% |
| 1Y | +19.4% | +37.0% | -17.6% | +14.2% |
| 3Y | +34.9% | +2.0% | +32.8% | +29.2% |
| 5Y | +11.0% | -44.2% | +55.2% | +11.2% |
| All | +245.4% | +414.1% | -168.8% | +225.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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