+226.8%
SOXX vs NTNX
+82.3%
+144.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.4% | -3.1% | +4.5% | +2.1% |
| 30D | -3.6% | +2.0% | -5.5% | -4.0% |
| 3M | -10.2% | +34.0% | -44.1% | -16.0% |
| 6M | +54.2% | +72.4% | -18.1% | +33.5% |
| YTD | +75.2% | +27.5% | +47.7% | +64.3% |
| 1Y | +107.5% | -18.7% | +126.2% | +124.3% |
| 3Y | +226.8% | +80.8% | +146.0% | +140.1% |
| All | +226.8% | +82.3% | +144.5% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling