+114.7%
AXP vs NTNX
+49.8%
+64.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | +0.1% |
| 7D | -2.8% | -3.9% | +1.1% | -2.1% |
| 30D | -5.9% | +1.7% | -7.6% | -6.3% |
| 3M | +2.6% | +31.7% | -29.1% | -2.8% |
| 6M | +6.4% | +69.4% | -62.9% | -4.6% |
| YTD | -12.6% | +26.6% | -39.2% | -17.4% |
| 1Y | +0.2% | -15.2% | +15.4% | +1.8% |
| 3Y | +110.9% | +80.9% | +30.0% | +82.2% |
| 5Y | +114.7% | +53.3% | +61.4% | +94.7% |
| All | +114.7% | +49.8% | +64.9% | +94.7% |
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