-33.9%
PTC vs PAYC
+5.6%
-39.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.7% | -2.4% | -4.4% |
| 7D | -10.3% | -2.9% | -7.4% | -9.0% |
| 30D | +1.1% | +32.8% | -31.6% | -11.5% |
| 3M | +1.6% | +69.3% | -67.7% | -21.5% |
| 6M | -13.5% | +74.0% | -87.4% | -34.4% |
| YTD | -19.1% | +46.4% | -65.5% | -33.7% |
| 1Y | -33.9% | +4.2% | -38.0% | -39.9% |
| All | -33.9% | +5.6% | -39.4% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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