+63.3%
NTNX vs DOC
-21.4%
+84.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -13.2% | +6.5% | -19.6% | -14.5% |
| 30D | -20.5% | +9.2% | -29.7% | -22.3% |
| 3M | -2.9% | -2.5% | -0.4% | -2.5% |
| 6M | +35.3% | +7.1% | +28.3% | +32.6% |
| YTD | +12.9% | +33.0% | -20.1% | +3.4% |
| 1Y | -15.2% | +23.3% | -38.4% | -20.6% |
| 3Y | +54.6% | +44.9% | +9.7% | +31.4% |
| All | +63.3% | -21.4% | +84.7% | +96.3% |
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