+153.5%
NTAP vs NXT
+100.2%
+53.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.8% |
| 7D | +3.3% | +2.9% | +0.4% | +2.9% |
| 30D | -0.2% | -17.2% | +17.0% | +2.3% |
| 3M | +11.4% | -32.0% | +43.4% | +16.7% |
| 6M | +88.7% | -15.8% | +104.4% | +92.9% |
| YTD | +78.9% | -1.9% | +80.8% | +79.5% |
| 1Y | +58.8% | +22.5% | +36.3% | +55.3% |
| 3Y | +153.5% | +100.5% | +53.0% | +130.3% |
| All | +153.5% | +100.2% | +53.4% | +130.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling