+4.2%
PAYC vs PTEN
+135.2%
-131.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.0% | -2.6% | -3.7% |
| 7D | -2.9% | +0.7% | -3.6% | -2.9% |
| 30D | +32.8% | +31.2% | +1.5% | +31.4% |
| 3M | +69.3% | +2.0% | +67.3% | +70.4% |
| 6M | +74.0% | +42.4% | +31.6% | +71.7% |
| YTD | +46.4% | +109.2% | -62.8% | +41.5% |
| 1Y | +4.2% | +122.3% | -118.1% | -0.9% |
| All | +4.2% | +135.2% | -131.0% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 1y: compounded portfolio wealth divided by compounded PTEN 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…
1y analysis · Full analysis span regression · 6 months rolling