+202.5%
NTAP vs NXT
+178.8%
+23.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.6% |
| 30D | -0.5% | -15.3% | +14.8% | +1.6% |
| 3M | +4.1% | -43.8% | +47.9% | +12.0% |
| 6M | +88.0% | -18.7% | +106.6% | +92.7% |
| YTD | +75.6% | -3.0% | +78.6% | +76.0% |
| 1Y | +58.9% | +22.7% | +36.2% | +54.6% |
| 3Y | +153.6% | +95.9% | +57.7% | +129.4% |
| All | +202.5% | +178.8% | +23.8% | +159.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling