+349.9%
WELL vs NTNX
+146.9%
+203.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | -2.2% | -3.9% | +1.7% | -1.8% |
| 30D | +4.7% | +1.7% | +3.0% | +4.4% |
| 3M | +11.9% | +31.7% | -19.8% | +8.2% |
| 6M | +14.3% | +69.4% | -55.1% | +6.5% |
| YTD | +28.4% | +26.6% | +1.8% | +23.6% |
| 1Y | +42.3% | -15.2% | +57.5% | +43.5% |
| 3Y | +202.6% | +80.9% | +121.7% | +168.6% |
| 5Y | +206.5% | +53.3% | +153.2% | +170.2% |
| All | +349.9% | +146.9% | +203.1% | +244.5% |
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