+1,143.3%
RSP vs NEE
+2,242.3%
-1,099.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +0.4% | +2.2% | -1.7% | -0.6% |
| 30D | +3.7% | +12.3% | -8.5% | -1.7% |
| 3M | +0.8% | +3.4% | -2.6% | -1.0% |
| 6M | +9.1% | -5.3% | +14.4% | +11.2% |
| YTD | +16.7% | +10.6% | +6.2% | +10.2% |
| 1Y | +19.7% | +6.5% | +13.2% | +14.9% |
| 3Y | +66.7% | +73.5% | -6.8% | +21.6% |
| 5Y | +48.7% | +17.0% | +31.7% | +27.8% |
| 10Y | +215.6% | +281.9% | -66.3% | +36.5% |
| All | +1,143.3% | +2,242.3% | -1,099.0% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling