+136.1%
NI vs NTNX
+148.8%
-12.7%
-31.0%
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 | 0.0% | -3.1% | +3.2% | +0.2% |
| 30D | -1.4% | +2.0% | -3.3% | -1.5% |
| 3M | -10.6% | +34.0% | -44.5% | -11.9% |
| 6M | -9.3% | +72.4% | -81.7% | -12.0% |
| YTD | +1.1% | +27.5% | -26.4% | -0.4% |
| 1Y | +3.4% | -18.7% | +22.1% | +4.1% |
| 3Y | +67.9% | +80.8% | -12.9% | +60.2% |
| 5Y | +98.0% | +54.5% | +43.5% | +88.1% |
| All | +136.1% | +148.8% | -12.7% | +103.6% |
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