+80.9%
ORCL vs NTNX
+54.0%
+26.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | -5.4% | -3.1% | -2.2% | -4.5% |
| 30D | -2.0% | +2.0% | -3.9% | -2.4% |
| 3M | -18.1% | +34.0% | -52.0% | -24.3% |
| 6M | -7.2% | +72.4% | -79.6% | -19.5% |
| YTD | -22.2% | +27.5% | -49.7% | -27.6% |
| 1Y | -50.6% | -18.7% | -31.9% | -49.5% |
| 3Y | +22.9% | +80.8% | -57.9% | +6.1% |
| All | +80.9% | +54.0% | +26.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTNX.
Daily Out/Under-Performance
Portfolio return minus NTNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTNX 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 NTNX 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