+33.4%
WEC vs NTNX
+54.0%
-20.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -0.6% | -3.1% | +2.6% | -0.6% |
| 30D | -2.6% | +2.0% | -4.6% | -2.6% |
| 3M | -6.0% | +34.0% | -40.0% | -5.8% |
| 6M | -5.4% | +72.4% | -77.8% | -5.0% |
| YTD | +2.5% | +27.5% | -25.1% | +2.8% |
| 1Y | -0.7% | -18.7% | +18.0% | -0.4% |
| 3Y | +38.7% | +80.8% | -42.0% | +37.4% |
| All | +33.4% | +54.0% | -20.7% | +27.4% |
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