+8,223.4%
PAYX vs PTEN
+1,957.8%
+6,265.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.9% | +3.5% | -8.3% | -5.2% |
| 30D | -3.8% | +17.5% | -21.3% | -5.7% |
| 3M | +17.9% | +12.7% | +5.1% | +15.5% |
| 6M | +26.1% | +33.1% | -7.0% | +20.7% |
| YTD | +6.7% | +116.4% | -109.7% | -3.8% |
| 1Y | -10.7% | +141.2% | -151.9% | -20.9% |
| 3Y | +7.0% | -3.8% | +10.8% | +3.0% |
| 5Y | +22.6% | +92.7% | -70.1% | +4.9% |
| 10Y | +166.5% | -17.1% | +183.6% | +119.1% |
| All | +8,223.4% | +1,957.8% | +6,265.6% | +4,587.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling