+317.6%
PTC vs PAYC
+1,229.9%
-912.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.7% | -2.4% | -4.8% |
| 7D | -10.3% | -2.9% | -7.4% | -9.3% |
| 30D | +1.1% | +32.8% | -31.6% | -8.5% |
| 3M | +1.6% | +69.3% | -67.7% | -15.3% |
| 6M | -13.5% | +74.0% | -87.4% | -28.7% |
| YTD | -19.1% | +46.4% | -65.5% | -29.7% |
| 1Y | -33.9% | +4.2% | -38.0% | -36.0% |
| 3Y | -3.9% | -19.7% | +15.8% | -4.8% |
| 5Y | +6.0% | -52.0% | +58.1% | +19.6% |
| 10Y | +223.7% | +356.9% | -133.2% | +106.8% |
| All | +317.6% | +1,229.9% | -912.3% | +143.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling