+7,238.0%
NEE vs RGEN
+1,576.0%
+5,662.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.7% |
| 7D | +1.9% | -4.9% | +6.9% | +2.1% |
| 30D | -2.2% | +5.7% | -7.8% | -2.3% |
| 3M | -1.2% | +32.4% | -33.6% | -2.0% |
| 6M | -8.6% | +33.2% | -41.7% | -9.4% |
| YTD | +6.2% | +2.3% | +3.9% | +5.9% |
| 1Y | +21.1% | +39.0% | -17.9% | +19.7% |
| 3Y | +36.4% | -4.6% | +41.0% | +35.3% |
| 5Y | +11.4% | -42.7% | +54.1% | +11.2% |
| 10Y | +250.0% | +433.6% | -183.6% | +232.6% |
| All | +7,238.0% | +1,576.0% | +5,662.0% | +6,263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling