+27.4%
IWD vs NTNX
-15.3%
+42.7%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -0.8% | -3.1% | +2.3% | -0.7% |
| 30D | -0.8% | +2.0% | -2.8% | -0.9% |
| 3M | +6.9% | +34.0% | -27.0% | +6.2% |
| 6M | +18.3% | +72.4% | -54.1% | +16.5% |
| YTD | +22.4% | +27.5% | -5.2% | +21.4% |
| 1Y | +27.4% | -18.7% | +46.2% | +29.9% |
| All | +27.4% | -15.3% | +42.7% | +29.9% |
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 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