+82.7%
ASML vs NTNX
+73.4%
+9.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +4.9% | +3.4% | +1.5% | +4.1% |
| 30D | -9.3% | -13.6% | +4.3% | -6.0% |
| 3M | -19.0% | -11.1% | -7.8% | -16.7% |
| 6M | -5.2% | +35.7% | -40.9% | -12.7% |
| YTD | +40.6% | +16.8% | +23.8% | +32.9% |
| 1Y | +47.5% | -9.1% | +56.7% | +48.7% |
| 3Y | +133.9% | +55.8% | +78.1% | +89.5% |
| All | +82.7% | +73.4% | +9.3% | +51.4% |
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