+253.2%
NEE vs RMD
+269.7%
-16.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -0.5% | -4.7% | +4.2% | +0.7% |
| 30D | -1.7% | +0.2% | -1.9% | -1.9% |
| 3M | -1.8% | +12.0% | -13.8% | -5.2% |
| 6M | -8.8% | -12.5% | +3.7% | -6.3% |
| YTD | +5.2% | -7.9% | +13.1% | +6.3% |
| 1Y | +21.3% | -20.4% | +41.7% | +27.4% |
| 3Y | +35.2% | +53.1% | -17.9% | +12.4% |
| 5Y | +10.1% | -22.1% | +32.3% | +12.2% |
| 10Y | +253.2% | +275.4% | -22.2% | +153.5% |
| All | +253.2% | +269.7% | -16.5% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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