+18.7%
NEE vs RTX
+29.4%
-10.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -1.3% | -1.5% | +0.2% | -1.2% |
| 30D | -3.3% | -11.0% | +7.6% | -2.1% |
| 3M | -2.3% | +7.7% | -9.9% | -3.3% |
| 6M | -8.9% | -3.9% | -5.0% | -8.9% |
| YTD | +4.8% | +9.0% | -4.2% | +2.9% |
| 1Y | +18.7% | +27.3% | -8.5% | +17.1% |
| All | +18.7% | +29.4% | -10.7% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling