+141.2%
PH vs NTNX
+82.3%
+58.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | -1.3% | -3.1% | +1.9% | -0.8% |
| 30D | -11.0% | +2.0% | -12.9% | -11.3% |
| 3M | +5.5% | +34.0% | -28.4% | +0.8% |
| 6M | +1.5% | +72.4% | -70.9% | -8.2% |
| YTD | +8.8% | +27.5% | -18.8% | +4.4% |
| 1Y | +24.5% | -18.7% | +43.2% | +32.3% |
| 3Y | +141.2% | +80.8% | +60.4% | +84.4% |
| All | +141.2% | +82.3% | +58.9% | +84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling