+37.1%
NEE vs RVTY
+16.6%
+20.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.8% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -0.2% | +10.8% | -11.1% | -1.5% |
| 3M | +0.5% | +26.8% | -26.2% | -2.6% |
| 6M | -6.5% | +39.3% | -45.9% | -11.0% |
| YTD | +6.7% | +31.6% | -24.9% | +2.0% |
| 1Y | +23.6% | +47.7% | -24.1% | +15.5% |
| 3Y | +37.1% | +19.9% | +17.2% | +29.7% |
| All | +37.1% | +16.6% | +20.5% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling