-18.7%
NTNX vs WSM
+12.7%
-31.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | +2.0% | -7.7% | +9.7% | +3.0% |
| 3M | +34.0% | +3.8% | +30.2% | +33.4% |
| 6M | +72.4% | +22.7% | +49.7% | +68.9% |
| YTD | +27.5% | +28.0% | -0.5% | +23.5% |
| 1Y | -18.7% | +12.7% | -31.5% | -17.7% |
| All | -18.7% | +12.7% | -31.5% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling