+20.8%
LQD vs NTNX
+148.8%
-127.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -1.1% | -3.1% | +2.0% | -1.0% |
| 30D | -1.3% | +2.0% | -3.2% | -1.3% |
| 3M | -3.2% | +34.0% | -37.2% | -3.8% |
| 6M | -2.1% | +72.4% | -74.5% | -3.3% |
| YTD | -2.4% | +27.5% | -29.9% | -3.0% |
| 1Y | -2.7% | -18.7% | +16.1% | -2.4% |
| 3Y | +14.2% | +80.8% | -66.6% | +11.9% |
| 5Y | -5.8% | +54.5% | -60.3% | -8.1% |
| All | +20.8% | +148.8% | -127.9% | +15.8% |
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