-37.1%
DOW vs NTNX
+54.0%
-91.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.8% | -2.1% |
| 7D | -1.4% | -3.1% | +1.8% | -1.1% |
| 30D | -3.9% | +2.0% | -5.9% | -4.2% |
| 3M | -12.7% | +34.0% | -46.6% | -15.3% |
| 6M | -13.7% | +72.4% | -86.1% | -18.8% |
| YTD | +28.4% | +27.5% | +0.9% | +24.3% |
| 1Y | +21.8% | -18.7% | +40.5% | +23.4% |
| 3Y | -35.7% | +80.8% | -116.5% | -40.3% |
| All | -37.1% | +54.0% | -91.2% | -40.7% |
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