+158.0%
SO vs NTNX
+146.9%
+11.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | -1.1% | -3.9% | +2.8% | -1.0% |
| 30D | -3.7% | +1.7% | -5.5% | -3.8% |
| 3M | -5.9% | +31.7% | -37.6% | -6.8% |
| 6M | -7.3% | +69.4% | -76.7% | -9.0% |
| YTD | +3.1% | +26.6% | -23.5% | +2.1% |
| 1Y | -1.0% | -15.2% | +14.2% | -0.6% |
| 3Y | +43.2% | +80.9% | -37.7% | +37.4% |
| 5Y | +59.1% | +53.3% | +5.8% | +52.0% |
| All | +158.0% | +146.9% | +11.2% | +132.0% |
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