+7,386.6%
NEE vs RTX
+10,413.0%
-3,026.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.1% | +4.8% | -6.9% | -3.3% |
| 30D | +8.6% | +6.5% | +2.1% | +6.7% |
| 3M | -0.3% | -9.6% | +9.3% | +2.2% |
| 6M | -8.9% | +12.3% | -21.3% | -12.1% |
| YTD | +8.3% | +9.5% | -1.1% | +4.9% |
| 1Y | +4.3% | +15.8% | -11.6% | -0.6% |
| 3Y | +70.7% | +157.0% | -86.3% | +30.0% |
| 5Y | +12.8% | +148.8% | -136.0% | -14.0% |
| 10Y | +287.2% | +264.0% | +23.2% | +154.9% |
| All | +7,386.6% | +10,413.0% | -3,026.4% | +2,660.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling