+131.3%
FTV vs PAYC
+492.1%
-360.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.9% | +4.9% | -1.0% | +2.7% |
| 30D | +18.7% | +4.1% | +14.5% | +17.4% |
| 3M | +10.0% | +11.5% | -1.4% | +6.9% |
| 6M | +14.6% | +85.3% | -70.7% | -3.3% |
| YTD | +23.4% | +57.3% | -33.8% | +7.8% |
| 1Y | +31.3% | +52.6% | -21.3% | +15.5% |
| 3Y | +39.8% | +48.3% | -8.5% | +20.8% |
| 5Y | +17.7% | -47.8% | +65.5% | +25.6% |
| 10Y | +110.2% | +515.9% | -405.6% | +29.8% |
| All | +131.3% | +492.1% | -360.7% | +44.8% |
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 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