+16.9%
IP vs NTNX
+127.8%
-110.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | -0.3% | +3.4% | -3.7% | -0.7% |
| 30D | +7.9% | -13.6% | +21.5% | +9.6% |
| 3M | -15.3% | -11.1% | -4.2% | -14.3% |
| 6M | +10.5% | +35.7% | -25.2% | +6.3% |
| YTD | -9.4% | +16.8% | -26.2% | -11.8% |
| 1Y | -4.6% | -9.1% | +4.5% | -4.7% |
| 3Y | +21.2% | +55.8% | -34.5% | +11.0% |
| 5Y | -13.3% | +73.4% | -86.7% | -24.1% |
| 10Y | +21.6% | +113.6% | -92.0% | -5.3% |
| All | +16.9% | +127.8% | -110.9% | -8.9% |
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