+72.7%
NTNX vs DOC
-20.4%
+93.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.6% | +1.5% |
| 7D | -5.6% | +1.0% | -6.6% | -5.8% |
| 30D | -18.9% | +8.1% | -27.0% | -20.5% |
| 3M | -6.5% | +0.9% | -7.4% | -6.9% |
| 6M | +33.2% | +6.3% | +26.9% | +30.8% |
| YTD | +16.3% | +33.8% | -17.4% | +6.4% |
| 1Y | -12.3% | +21.6% | -33.9% | -17.5% |
| 3Y | +54.4% | +53.4% | +1.1% | +28.3% |
| 5Y | +72.7% | -21.0% | +93.7% | +108.5% |
| All | +72.7% | -20.4% | +93.0% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 5y: compounded portfolio wealth divided by compounded DOC 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…
5y analysis · Full analysis span regression · 6 months rolling