+40.5%
ALL vs NTNX
-9.1%
+49.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +2.9% |
| 7D | +7.5% | -12.3% | +19.9% | +7.7% |
| 30D | +19.7% | -13.2% | +33.0% | +20.0% |
| 3M | +2.9% | +3.6% | -0.7% | +2.5% |
| 6M | +23.5% | +45.7% | -22.1% | +22.0% |
| YTD | +31.1% | +23.2% | +7.9% | +28.8% |
| 1Y | +40.5% | -9.1% | +49.6% | +37.6% |
| All | +40.5% | -9.1% | +49.6% | +37.6% |
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