+201.2%
NTAP vs NXT
+171.8%
+29.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -1.8% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | -7.0% | -20.0% | +12.9% | -4.2% |
| 3M | +12.3% | -30.9% | +43.2% | +17.5% |
| 6M | +85.1% | -23.8% | +108.9% | +91.4% |
| YTD | +74.8% | -5.4% | +80.2% | +75.8% |
| 1Y | +52.7% | +28.0% | +24.6% | +48.1% |
| 3Y | +147.7% | +93.3% | +54.3% | +124.5% |
| All | +201.2% | +171.8% | +29.4% | +158.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling