+11.9%
ALLE vs NTNX
+49.8%
-37.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.1% |
| 7D | -2.8% | -3.9% | +1.1% | -2.4% |
| 30D | -10.2% | +1.7% | -11.9% | -10.4% |
| 3M | +17.4% | +31.7% | -14.3% | +14.0% |
| 6M | +3.3% | +69.4% | -66.0% | -2.9% |
| YTD | -4.2% | +26.6% | -30.8% | -7.2% |
| 1Y | -10.5% | -15.2% | +4.7% | -9.4% |
| 3Y | +45.4% | +80.9% | -35.5% | +28.2% |
| 5Y | +11.9% | +53.3% | -41.4% | +0.5% |
| All | +11.9% | +49.8% | -37.8% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling