+11.4%
NEE vs RIG
+43.0%
-31.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.6% | +12.5% | +4.9% |
| 7D | +9.2% | -18.8% | +27.9% | +9.5% |
| 30D | +16.0% | -1.1% | +17.0% | +15.6% |
| 3M | +2.2% | +4.4% | -2.2% | +1.6% |
| 6M | -6.0% | -20.8% | +14.8% | -5.6% |
| YTD | +12.6% | +32.0% | -19.4% | +6.4% |
| 1Y | +11.4% | +39.7% | -28.4% | +3.7% |
| All | +11.4% | +43.0% | -31.7% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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