+295.8%
FTI vs PAYC
+358.9%
-63.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | -4.4% | -5.5% | +1.1% | -3.1% |
| 30D | +1.5% | +3.8% | -2.3% | +0.5% |
| 3M | +8.2% | +65.8% | -57.6% | -5.5% |
| 6M | +18.8% | +68.7% | -49.9% | +2.5% |
| YTD | +71.7% | +38.3% | +33.3% | +54.7% |
| 1Y | +90.0% | -2.4% | +92.4% | +87.0% |
| 3Y | +270.5% | -21.5% | +292.0% | +267.0% |
| 5Y | +1,084.5% | -52.7% | +1,137.2% | +1,201.7% |
| All | +295.8% | +358.9% | -63.0% | +191.5% |
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 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