+35.8%
BEN vs NTNX
+54.0%
-18.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -3.1% | -3.1% | 0.0% | -2.6% |
| 30D | +0.2% | +2.0% | -1.8% | -0.2% |
| 3M | +6.8% | +34.0% | -27.1% | +1.5% |
| 6M | +38.1% | +72.4% | -34.3% | +24.9% |
| YTD | +44.3% | +27.5% | +16.8% | +37.0% |
| 1Y | +42.6% | -18.7% | +61.3% | +45.7% |
| 3Y | +52.3% | +80.8% | -28.4% | +28.5% |
| All | +35.8% | +54.0% | -18.2% | +28.7% |
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