-74.0%
DOCS vs NTNX
+54.1%
-128.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.8% | -6.5% | -7.0% |
| 7D | -7.3% | +1.2% | -8.5% | -7.7% |
| 30D | -10.9% | +7.7% | -18.6% | -13.4% |
| 3M | +20.3% | +30.2% | -9.9% | +9.1% |
| 6M | -3.6% | +69.4% | -73.1% | -21.7% |
| YTD | -44.9% | +30.6% | -75.4% | -50.9% |
| 1Y | -64.9% | -10.0% | -54.9% | -64.5% |
| 3Y | +7.6% | +86.6% | -79.0% | -26.8% |
| 5Y | -74.0% | +57.1% | -131.1% | -76.6% |
| All | -74.0% | +54.1% | -128.0% | -76.6% |
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