+54.6%
BEN vs NTNX
+148.8%
-94.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 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% | +2.1% |
| 6M | +38.1% | +72.4% | -34.3% | +26.4% |
| YTD | +44.3% | +27.5% | +16.8% | +37.8% |
| 1Y | +42.6% | -18.7% | +61.3% | +44.9% |
| 3Y | +52.3% | +80.8% | -28.4% | +33.4% |
| 5Y | +37.6% | +54.5% | -16.8% | +19.0% |
| All | +54.6% | +148.8% | -94.1% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling