+161.6%
HALO vs NTNX
+54.0%
+107.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -2.7% | -3.1% | +0.4% | -2.3% |
| 30D | +5.3% | +2.0% | +3.4% | +5.0% |
| 3M | +51.6% | +34.0% | +17.6% | +45.8% |
| 6M | +61.3% | +72.4% | -11.1% | +49.1% |
| YTD | +59.3% | +27.5% | +31.8% | +53.2% |
| 1Y | +38.3% | -18.7% | +57.0% | +41.3% |
| 3Y | +185.9% | +80.8% | +105.1% | +142.4% |
| All | +161.6% | +54.0% | +107.6% | +138.0% |
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