+212.8%
RSP vs NEE
+248.2%
-35.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.2% |
| 7D | -0.4% | +1.1% | -1.5% | -0.8% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | +4.8% | +0.5% | +4.3% | +4.5% |
| 6M | +10.3% | -6.5% | +16.8% | +12.3% |
| YTD | +14.1% | +6.7% | +7.4% | +10.7% |
| 1Y | +17.0% | +23.6% | -6.6% | +7.4% |
| 3Y | +54.2% | +37.1% | +17.1% | +31.4% |
| 5Y | +51.5% | +10.9% | +40.6% | +38.8% |
| All | +212.8% | +248.2% | -35.4% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 10y: compounded portfolio wealth divided by compounded NEE 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…
10y analysis · Full analysis span regression · 6 months rolling