+221.9%
IAU vs NTNX
+148.8%
+73.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | -2.0% | -3.1% | +1.1% | -2.0% |
| 30D | -1.5% | +2.0% | -3.5% | -1.6% |
| 3M | +3.3% | +34.0% | -30.7% | +2.9% |
| 6M | -16.2% | +72.4% | -88.6% | -16.8% |
| YTD | +0.7% | +27.5% | -26.9% | +0.4% |
| 1Y | +19.2% | -18.7% | +38.0% | +19.7% |
| 3Y | +124.4% | +80.8% | +43.7% | +121.7% |
| 5Y | +140.0% | +54.5% | +85.6% | +137.1% |
| All | +221.9% | +148.8% | +73.2% | +213.8% |
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