+4,685.3%
NEE vs RMD
+36,837.6%
-32,152.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | +1.9% | -5.0% | +6.9% | +2.5% |
| 30D | -2.2% | +2.2% | -4.4% | -2.4% |
| 3M | -1.2% | +17.8% | -19.0% | -3.1% |
| 6M | -8.6% | -11.3% | +2.8% | -7.6% |
| YTD | +6.2% | -4.4% | +10.6% | +6.3% |
| 1Y | +21.1% | -15.7% | +36.8% | +22.8% |
| 3Y | +36.4% | +47.7% | -11.3% | +28.7% |
| 5Y | +11.4% | -19.2% | +30.6% | +11.4% |
| 10Y | +250.0% | +280.4% | -30.4% | +204.8% |
| All | +4,685.3% | +36,837.6% | -32,152.3% | +3,750.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling