+37.9%
NTR vs PAYC
-21.6%
+59.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.4% |
| 7D | -1.3% | -5.5% | +4.2% | -1.1% |
| 30D | +16.8% | +3.8% | +13.0% | +16.6% |
| 3M | +20.7% | +65.8% | -45.1% | +18.1% |
| 6M | +0.5% | +68.7% | -68.2% | -1.8% |
| YTD | +29.2% | +38.3% | -9.2% | +27.8% |
| 1Y | +39.6% | -2.4% | +42.0% | +41.7% |
| 3Y | +37.9% | -21.5% | +59.4% | +42.1% |
| All | +37.9% | -21.6% | +59.5% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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