+37.1%
NEE vs RIG
-28.9%
+66.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | +1.1% | -2.7% | +3.8% | +1.2% |
| 30D | -0.2% | +9.5% | -9.7% | -0.8% |
| 3M | +0.5% | -6.6% | +7.2% | +0.8% |
| 6M | -6.5% | -2.9% | -3.7% | -6.9% |
| YTD | +6.7% | +39.5% | -32.8% | +3.3% |
| 1Y | +23.6% | +82.3% | -58.7% | +16.9% |
| 3Y | +37.1% | -29.6% | +66.7% | +42.4% |
| All | +37.1% | -28.9% | +66.0% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling