+26.5%
IP vs NTNX
+156.8%
-130.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -5.3% | -1.6% | -3.7% | -5.1% |
| 30D | -10.9% | +11.6% | -22.5% | -12.0% |
| 3M | +11.2% | +23.8% | -12.6% | +8.4% |
| 6M | -10.2% | +68.8% | -79.0% | -15.8% |
| YTD | -2.0% | +31.7% | -33.7% | -5.7% |
| 1Y | -19.1% | -0.9% | -18.2% | -20.0% |
| 3Y | +20.9% | +95.0% | -74.2% | +7.8% |
| 5Y | -17.8% | +57.4% | -75.2% | -27.0% |
| All | +26.5% | +156.8% | -130.4% | -2.6% |
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