+65.8%
PL vs NTNX
+54.0%
+11.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | -9.2% | -3.1% | -6.1% | -8.1% |
| 30D | -32.9% | +2.0% | -34.8% | -33.5% |
| 3M | -51.9% | +34.0% | -85.8% | -57.2% |
| 6M | -35.3% | +72.4% | -107.7% | -48.7% |
| YTD | -16.6% | +27.5% | -44.1% | -26.2% |
| 1Y | +70.1% | -18.7% | +88.9% | +79.9% |
| 3Y | +479.2% | +80.8% | +398.5% | +350.6% |
| All | +65.8% | +54.0% | +11.8% | +36.6% |
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