+3.9%
URI vs NTNX
-15.3%
+19.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -2.1% | -3.1% | +1.1% | -2.1% |
| 30D | -12.4% | +2.0% | -14.4% | -12.3% |
| 3M | -7.3% | +34.0% | -41.2% | -6.7% |
| 6M | +27.2% | +72.4% | -45.2% | +26.1% |
| YTD | +23.0% | +27.5% | -4.6% | +23.4% |
| 1Y | +3.9% | -18.7% | +22.7% | +9.1% |
| All | +3.9% | -15.3% | +19.2% | +9.1% |
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 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