+7.0%
PAYX vs NTAP
+165.5%
-158.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.5% | -8.0% | -0.6% |
| 7D | -4.9% | +7.4% | -12.2% | -5.8% |
| 30D | -3.8% | -1.4% | -2.4% | -3.7% |
| 3M | +17.9% | +24.6% | -6.7% | +13.9% |
| 6M | +26.1% | +105.9% | -79.8% | +11.5% |
| YTD | +6.7% | +88.5% | -81.8% | -4.5% |
| 1Y | -10.7% | +62.1% | -72.8% | -18.5% |
| 3Y | +7.0% | +169.1% | -162.1% | -11.6% |
| All | +7.0% | +165.5% | -158.5% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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