+123.9%
DUK vs NTNX
+148.8%
-24.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | 0.0% |
| 7D | -0.7% | -3.1% | +2.5% | -0.6% |
| 30D | -2.4% | +2.0% | -4.4% | -2.5% |
| 3M | -3.0% | +34.0% | -37.0% | -3.8% |
| 6M | -6.6% | +72.4% | -78.9% | -8.2% |
| YTD | +4.6% | +27.5% | -23.0% | +3.6% |
| 1Y | +1.2% | -18.7% | +20.0% | +1.7% |
| 3Y | +45.7% | +80.8% | -35.1% | +40.2% |
| 5Y | +40.3% | +54.5% | -14.2% | +34.7% |
| All | +123.9% | +148.8% | -24.9% | +101.2% |
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