+68.1%
NTAP vs NXT
+10.5%
+57.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +11.1% | -12.8% | -3.9% |
| 7D | -16.1% | +30.0% | -46.1% | -20.9% |
| 30D | -15.9% | +28.6% | -44.5% | -20.6% |
| 3M | -1.2% | +8.4% | -9.6% | -3.5% |
| 6M | +70.1% | -8.7% | +78.8% | +73.9% |
| YTD | +77.9% | +22.5% | +55.5% | +70.9% |
| 1Y | +68.1% | +6.9% | +61.2% | +64.7% |
| All | +68.1% | +10.5% | +57.7% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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