+95.7%
NTR vs PAYC
+175.3%
-79.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.3% |
| 7D | +0.5% | -8.7% | +9.3% | +2.0% |
| 30D | +21.7% | +1.2% | +20.6% | +21.4% |
| 3M | +22.8% | +58.6% | -35.8% | +12.7% |
| 6M | +8.2% | +56.6% | -48.4% | -1.0% |
| YTD | +32.9% | +36.2% | -3.3% | +24.2% |
| 1Y | +45.3% | -2.2% | +47.5% | +44.0% |
| 3Y | +41.7% | -22.3% | +64.0% | +40.8% |
| 5Y | +49.8% | -53.9% | +103.7% | +61.7% |
| All | +95.7% | +175.3% | -79.6% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling