+36.2%
PFE vs NTNX
+152.6%
-116.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +2.7% | +3.8% | -1.1% | +2.5% |
| 3M | +10.0% | +31.9% | -21.9% | +8.4% |
| 6M | +7.2% | +68.5% | -61.3% | +4.2% |
| YTD | +17.3% | +29.5% | -12.2% | +15.4% |
| 1Y | +20.3% | -11.6% | +31.9% | +20.4% |
| 3Y | -1.6% | +85.1% | -86.8% | -6.6% |
| 5Y | -21.4% | +54.8% | -76.2% | -25.8% |
| All | +36.2% | +152.6% | -116.4% | +19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling