-51.7%
PAYC vs PTEN
+87.9%
-139.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -5.5% | +3.5% | -9.0% | -6.0% |
| 30D | +3.8% | +17.5% | -13.8% | +1.1% |
| 3M | +65.8% | +12.7% | +53.1% | +61.7% |
| 6M | +68.7% | +33.1% | +35.6% | +59.3% |
| YTD | +38.3% | +116.4% | -78.1% | +20.0% |
| 1Y | -2.4% | +141.2% | -143.6% | -17.4% |
| 3Y | -21.5% | -3.8% | -17.8% | -25.9% |
| All | -51.7% | +87.9% | -139.6% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling