+75.8%
PAYX vs TXG
+27.0%
+48.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | +0.2% |
| 7D | -4.9% | +9.5% | -14.3% | -5.7% |
| 30D | -3.8% | +18.8% | -22.6% | -5.5% |
| 3M | +17.9% | +136.1% | -118.2% | +7.4% |
| 6M | +26.1% | +235.2% | -209.2% | +9.9% |
| YTD | +6.7% | +320.5% | -313.8% | -9.5% |
| 1Y | -10.7% | +425.2% | -435.9% | -26.9% |
| 3Y | +7.0% | +42.9% | -35.9% | -1.8% |
| 5Y | +22.6% | -62.8% | +85.4% | +25.2% |
| All | +75.8% | +27.0% | +48.8% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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