+57.6%
NTNX vs NWSA
+40.0%
+17.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | -2.8% | -0.3% | -1.7% |
| 30D | +2.0% | +3.0% | -1.1% | +0.4% |
| 3M | +34.0% | +12.3% | +21.6% | +25.5% |
| 6M | +72.4% | +21.9% | +50.5% | +54.7% |
| YTD | +27.5% | +13.6% | +14.0% | +18.5% |
| 1Y | -18.7% | +0.5% | -19.2% | -19.7% |
| 3Y | +80.8% | +43.8% | +37.0% | +45.5% |
| All | +57.6% | +40.0% | +17.6% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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