+276.3%
RMD vs NTNX
+148.8%
+127.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -4.4% | -3.1% | -1.3% | -4.1% |
| 30D | -3.1% | +2.0% | -5.1% | -3.4% |
| 3M | +13.8% | +34.0% | -20.2% | +9.8% |
| 6M | -8.6% | +72.4% | -81.0% | -14.9% |
| YTD | -8.6% | +27.5% | -36.2% | -12.0% |
| 1Y | -19.7% | -18.7% | -0.9% | -18.6% |
| 3Y | +48.4% | +80.8% | -32.4% | +32.5% |
| 5Y | -22.7% | +54.5% | -77.2% | -31.8% |
| All | +276.3% | +148.8% | +127.6% | +189.9% |
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