+11.7%
NEE vs RTX
+166.9%
-155.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +1.1% | -3.1% | +4.2% | +1.9% |
| 30D | -0.2% | -10.6% | +10.3% | +2.6% |
| 3M | +0.5% | +11.6% | -11.1% | -2.8% |
| 6M | -6.5% | -4.5% | -2.0% | -5.8% |
| YTD | +6.7% | +9.6% | -2.9% | +3.2% |
| 1Y | +23.6% | +30.8% | -7.2% | +13.2% |
| 3Y | +37.1% | +152.8% | -115.7% | -3.0% |
| All | +11.7% | +166.9% | -155.2% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling