+11.3%
NEE vs RGTI
+56.8%
-45.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -1.3% | +0.5% | -1.8% | -1.3% |
| 30D | -3.3% | -17.1% | +13.8% | -3.1% |
| 3M | -2.3% | -26.0% | +23.7% | -2.0% |
| 6M | -8.9% | -9.9% | +1.0% | -9.0% |
| YTD | +4.8% | -31.1% | +35.8% | +4.8% |
| 1Y | +18.7% | -8.5% | +27.2% | +18.1% |
| 3Y | +33.2% | +652.2% | -619.0% | +21.8% |
| All | +11.3% | +56.8% | -45.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling