+11.5%
NEE vs RPRX
+86.5%
-75.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -2.1% | +3.3% | -5.4% | -3.0% |
| 30D | +8.6% | +17.9% | -9.3% | +3.9% |
| 3M | -0.3% | +19.2% | -19.5% | -5.0% |
| 6M | -8.9% | +31.7% | -40.6% | -15.8% |
| YTD | +8.3% | +82.5% | -74.1% | -8.8% |
| 1Y | +4.3% | +78.4% | -74.2% | -11.7% |
| 3Y | +70.7% | +177.0% | -106.2% | +23.3% |
| All | +11.5% | +86.5% | -75.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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