+305.4%
TRV vs NTNX
+148.8%
+156.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.0% |
| 7D | +1.9% | -3.1% | +5.1% | +2.2% |
| 30D | +1.7% | +2.0% | -0.3% | +1.5% |
| 3M | +23.9% | +34.0% | -10.1% | +20.8% |
| 6M | +26.3% | +72.4% | -46.1% | +20.1% |
| YTD | +30.8% | +27.5% | +3.3% | +27.4% |
| 1Y | +36.3% | -18.7% | +55.1% | +37.6% |
| 3Y | +145.0% | +80.8% | +64.3% | +127.2% |
| 5Y | +163.9% | +54.5% | +109.4% | +143.2% |
| All | +305.4% | +148.8% | +156.7% | +234.2% |
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