+76.5%
FTV vs PAYC
+358.9%
-282.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | 0.0% |
| 7D | -4.0% | -5.5% | +1.6% | -2.7% |
| 30D | -11.0% | +3.8% | -14.8% | -11.9% |
| 3M | -8.4% | +65.8% | -74.2% | -20.2% |
| 6M | -2.6% | +68.7% | -71.3% | -16.1% |
| YTD | -0.6% | +38.3% | -39.0% | -10.3% |
| 1Y | +11.0% | -2.4% | +13.3% | +9.0% |
| 3Y | -6.3% | -21.5% | +15.2% | -7.2% |
| 5Y | -1.5% | -52.7% | +51.2% | +7.4% |
| All | +76.5% | +358.9% | -282.3% | +18.8% |
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