+211.0%
RSP vs NEE
+289.4%
-78.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.4% | -2.1% | +4.5% | +3.1% |
| 30D | +4.3% | +8.6% | -4.3% | +1.2% |
| 3M | -0.3% | -0.3% | 0.0% | -0.4% |
| 6M | +9.8% | -8.9% | +18.7% | +13.1% |
| YTD | +16.8% | +8.3% | +8.5% | +12.6% |
| 1Y | +19.5% | +4.3% | +15.2% | +16.7% |
| 3Y | +65.1% | +70.7% | -5.6% | +28.9% |
| 5Y | +48.7% | +12.8% | +35.9% | +35.3% |
| All | +211.0% | +289.4% | -78.4% | +101.8% |
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