+310.6%
ROIV vs NTNX
+52.9%
+257.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.7% |
| 7D | +19.0% | -3.9% | +22.9% | +19.8% |
| 30D | +16.1% | +1.7% | +14.4% | +15.7% |
| 3M | +44.1% | +31.7% | +12.4% | +36.5% |
| 6M | +37.8% | +69.4% | -31.5% | +22.8% |
| YTD | +88.7% | +26.6% | +62.1% | +77.7% |
| 1Y | +197.3% | -15.2% | +212.5% | +202.9% |
| 3Y | +224.9% | +80.9% | +144.0% | +165.1% |
| All | +310.6% | +52.9% | +257.8% | +162.1% |
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