+1,711.9%
NTRA vs PAYC
+542.1%
+1,169.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -0.5% | -10.2% | +9.7% | +3.8% |
| 30D | +4.3% | +2.0% | +2.3% | +3.2% |
| 3M | +50.6% | +58.3% | -7.6% | +20.5% |
| 6M | +63.9% | +64.5% | -0.6% | +27.8% |
| YTD | +42.4% | +36.5% | +5.8% | +19.1% |
| 1Y | +92.1% | -1.3% | +93.4% | +83.5% |
| 3Y | +501.7% | -22.1% | +523.9% | +478.9% |
| 5Y | +171.4% | -53.3% | +224.8% | +224.3% |
| 10Y | +3,161.4% | +348.5% | +2,812.9% | +1,838.1% |
| All | +1,711.9% | +542.1% | +1,169.8% | +872.5% |
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