+80.8%
NTNX vs SOXQ
+232.9%
-152.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.3% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | +2.0% | -4.6% | +6.5% | +3.2% |
| 3M | +34.0% | -10.2% | +44.1% | +36.0% |
| 6M | +72.4% | +49.7% | +22.7% | +39.4% |
| YTD | +27.5% | +67.2% | -39.7% | -3.0% |
| 1Y | -18.7% | +98.0% | -116.7% | -44.1% |
| 3Y | +80.8% | +237.2% | -156.4% | -15.7% |
| All | +80.8% | +232.9% | -152.2% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling