+4,832.1%
NEE vs RMD
+38,484.3%
-33,652.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.5% |
| 7D | -2.8% | -0.8% | -2.0% | -2.7% |
| 30D | +9.5% | +1.7% | +7.9% | +9.3% |
| 3M | +1.0% | +6.4% | -5.3% | +0.2% |
| 6M | -8.0% | +20.7% | -28.7% | -10.1% |
| YTD | +9.4% | -0.2% | +9.6% | +8.9% |
| 1Y | +3.1% | -4.5% | +7.7% | +3.1% |
| 3Y | +70.5% | +70.5% | -0.1% | +58.4% |
| 5Y | +15.2% | -1.6% | +16.8% | +12.9% |
| 10Y | +291.2% | +342.7% | -51.5% | +236.2% |
| All | +4,832.1% | +38,484.3% | -33,652.2% | +3,846.2% |
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