+10.9%
NEE vs RMD
-21.0%
+31.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.0% |
| 7D | +1.1% | -4.5% | +5.5% | +1.9% |
| 30D | -0.2% | +4.6% | -4.8% | -1.1% |
| 3M | +0.5% | +14.8% | -14.2% | -2.3% |
| 6M | -6.5% | -12.1% | +5.5% | -4.7% |
| YTD | +6.7% | -7.5% | +14.2% | +7.5% |
| 1Y | +23.6% | -20.1% | +43.7% | +28.1% |
| 3Y | +37.1% | +53.9% | -16.8% | +17.6% |
| 5Y | +10.9% | -22.2% | +33.1% | +14.3% |
| All | +10.9% | -21.0% | +31.9% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling