-76.3%
DOCU vs NTNX
+49.8%
-126.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.2% |
| 7D | -0.3% | -3.9% | +3.6% | +1.7% |
| 30D | +10.9% | +1.7% | +9.2% | +10.2% |
| 3M | +45.8% | +31.7% | +14.1% | +28.2% |
| 6M | +35.3% | +69.4% | -34.1% | +5.2% |
| YTD | -3.8% | +26.6% | -30.4% | -14.4% |
| 1Y | -16.5% | -15.2% | -1.3% | -12.0% |
| 3Y | +31.0% | +80.9% | -49.9% | -10.8% |
| 5Y | -76.3% | +53.3% | -129.6% | -81.9% |
| All | -76.3% | +49.8% | -126.0% | -81.9% |
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