+764.0%
PH vs NTNX
+146.9%
+617.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.2% |
| 7D | -3.1% | -3.9% | +0.8% | -2.5% |
| 30D | -11.8% | +1.7% | -13.5% | -12.1% |
| 3M | +6.9% | +31.7% | -24.8% | +1.6% |
| 6M | -1.3% | +69.4% | -70.6% | -11.1% |
| YTD | +7.0% | +26.6% | -19.6% | +1.0% |
| 1Y | +23.1% | -15.2% | +38.3% | +24.4% |
| 3Y | +135.4% | +80.9% | +54.5% | +102.7% |
| 5Y | +250.3% | +53.3% | +197.0% | +198.0% |
| All | +764.0% | +146.9% | +617.2% | +516.4% |
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 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