+198.3%
PTC vs PAYC
+329.2%
-130.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.6% | -2.6% |
| 7D | -13.6% | -8.7% | -4.8% | -10.3% |
| 30D | -14.7% | +1.2% | -15.8% | -14.9% |
| 3M | -5.9% | +58.6% | -64.5% | -22.0% |
| 6M | -21.1% | +56.6% | -77.7% | -34.6% |
| YTD | -26.0% | +36.2% | -62.3% | -35.5% |
| 1Y | -36.8% | -2.2% | -34.6% | -37.6% |
| 3Y | -10.3% | -22.3% | +12.0% | -10.3% |
| 5Y | +1.2% | -53.9% | +55.0% | +19.4% |
| 10Y | +198.3% | +347.5% | -149.2% | +49.9% |
| All | +198.3% | +329.2% | -130.9% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling