-37.2%
TRMB vs NTNX
+54.0%
-91.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +1.2% |
| 7D | -3.0% | -3.1% | +0.1% | -2.2% |
| 30D | +2.3% | +2.0% | +0.4% | +1.7% |
| 3M | +15.3% | +34.0% | -18.6% | +6.5% |
| 6M | -14.7% | +72.4% | -87.1% | -26.9% |
| YTD | -26.4% | +27.5% | -53.9% | -31.9% |
| 1Y | -30.4% | -18.7% | -11.7% | -28.0% |
| 3Y | +13.5% | +80.8% | -67.2% | -8.9% |
| All | -37.2% | +54.0% | -91.2% | -46.1% |
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