+15.6%
SCHW vs NTNX
-15.3%
+31.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.1% |
| 7D | -1.9% | -3.1% | +1.3% | -1.6% |
| 30D | -1.6% | +2.0% | -3.6% | -1.9% |
| 3M | +21.3% | +34.0% | -12.7% | +17.7% |
| 6M | +16.5% | +72.4% | -55.9% | +10.3% |
| YTD | +8.4% | +27.5% | -19.1% | +3.4% |
| 1Y | +15.6% | -18.7% | +34.4% | +13.7% |
| All | +15.6% | -15.3% | +31.0% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling