+249.6%
PH vs NTNX
+54.0%
+195.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.4% |
| 6M | +1.5% | +72.4% | -70.9% | -8.5% |
| YTD | +8.8% | +27.5% | -18.8% | +3.3% |
| 1Y | +24.5% | -18.7% | +43.2% | +28.5% |
| 3Y | +141.2% | +80.8% | +60.4% | +108.9% |
| All | +249.6% | +54.0% | +195.5% | +221.7% |
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