+23.6%
PAYX vs NTRA
+172.0%
-148.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.5% |
| 7D | -4.9% | +0.2% | -5.1% | -4.9% |
| 30D | -3.8% | +4.1% | -7.9% | -4.2% |
| 3M | +17.9% | +50.0% | -32.2% | +12.9% |
| 6M | +26.1% | +67.3% | -41.2% | +19.0% |
| YTD | +6.7% | +43.6% | -36.8% | +2.1% |
| 1Y | -10.7% | +89.2% | -100.0% | -17.2% |
| 3Y | +7.0% | +502.5% | -495.6% | -14.3% |
| All | +23.6% | +172.0% | -148.5% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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