+58.8%
NTAP vs NXT
-8.4%
+67.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +1.0% |
| 7D | -7.8% | +4.0% | -11.7% | -8.5% |
| 30D | -25.8% | +15.9% | -41.7% | -28.2% |
| 3M | -11.2% | -3.0% | -8.2% | -11.0% |
| 6M | +49.9% | -20.7% | +70.7% | +57.2% |
| YTD | +66.9% | +14.6% | +52.3% | +63.1% |
| 1Y | +58.8% | -7.1% | +65.9% | +60.8% |
| All | +58.8% | -8.4% | +67.2% | +60.8% |
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 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