+44.9%
IBKR vs NTNX
-15.3%
+60.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.1% |
| 7D | -1.3% | -3.1% | +1.8% | -0.9% |
| 30D | -0.2% | +2.0% | -2.2% | -0.5% |
| 3M | +3.0% | +34.0% | -31.0% | -1.0% |
| 6M | +33.9% | +72.4% | -38.5% | +22.7% |
| YTD | +42.5% | +27.5% | +15.0% | +34.2% |
| 1Y | +44.9% | -18.7% | +63.6% | +59.1% |
| All | +44.9% | -15.3% | +60.2% | +59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling