+316.7%
PTC vs PAYC
+474.5%
-157.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +1.3% | -9.5% | +10.8% | +5.2% |
| 30D | +1.1% | +2.5% | -1.4% | -0.4% |
| 3M | +30.1% | +11.7% | +18.5% | +24.4% |
| 6M | +34.0% | +74.6% | -40.6% | +6.2% |
| YTD | +12.8% | +50.4% | -37.6% | -5.9% |
| 1Y | +10.7% | +44.0% | -33.3% | -6.1% |
| 3Y | +29.6% | +42.5% | -12.8% | +6.3% |
| 5Y | +63.5% | -50.3% | +113.8% | +88.6% |
| 10Y | +316.7% | +521.2% | -204.5% | +77.4% |
| All | +316.7% | +474.5% | -157.8% | +77.4% |
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