+7,238.0%
NEE vs RTX
+10,530.0%
-3,292.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | +1.9% | -5.2% | +7.1% | +3.3% |
| 30D | -2.2% | -9.4% | +7.2% | +0.3% |
| 3M | -1.2% | +12.3% | -13.5% | -4.4% |
| 6M | -8.6% | -3.1% | -5.4% | -8.3% |
| YTD | +6.2% | +10.7% | -4.5% | +2.7% |
| 1Y | +21.1% | +28.4% | -7.3% | +12.4% |
| 3Y | +36.4% | +147.1% | -110.7% | +4.9% |
| 5Y | +11.4% | +167.2% | -155.9% | -16.6% |
| 10Y | +250.0% | +274.7% | -24.7% | +128.9% |
| All | +7,238.0% | +10,530.0% | -3,292.1% | +2,602.5% |
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