+173.5%
NTRA vs PAYC
-52.9%
+226.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.4% |
| 7D | +0.2% | -5.5% | +5.7% | +2.1% |
| 30D | +4.1% | +3.8% | +0.3% | +2.5% |
| 3M | +50.0% | +65.8% | -15.8% | +21.3% |
| 6M | +67.3% | +68.7% | -1.4% | +33.2% |
| YTD | +43.6% | +38.3% | +5.2% | +22.9% |
| 1Y | +89.2% | -2.4% | +91.6% | +85.7% |
| 3Y | +502.5% | -21.5% | +524.1% | +510.4% |
| All | +173.5% | -52.9% | +226.4% | +241.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling