+9.5%
AGI vs NTNX
-15.3%
+24.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | -2.7% | -3.1% | +0.4% | -2.5% |
| 30D | +7.2% | +2.0% | +5.3% | +7.2% |
| 3M | +4.3% | +34.0% | -29.7% | +2.9% |
| 6M | -27.1% | +72.4% | -99.5% | -29.0% |
| YTD | -6.6% | +27.5% | -34.1% | -8.7% |
| 1Y | +9.5% | -18.7% | +28.3% | +13.5% |
| All | +9.5% | -15.3% | +24.8% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTNX.
Daily Out/Under-Performance
Portfolio return minus NTNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTNX 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 1y: compounded portfolio wealth divided by compounded NTNX 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…
1y analysis · Full analysis span regression · 6 months rolling