+30.0%
TXG vs PAYC
+7.7%
+22.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +2.7% |
| 7D | +9.5% | -5.5% | +15.0% | +12.3% |
| 30D | +18.8% | +3.8% | +15.0% | +16.2% |
| 3M | +136.1% | +65.8% | +70.3% | +73.0% |
| 6M | +235.2% | +68.7% | +166.5% | +138.3% |
| YTD | +320.5% | +38.3% | +282.2% | +231.0% |
| 1Y | +425.2% | -2.4% | +427.6% | +398.6% |
| 3Y | +42.9% | -21.5% | +64.4% | +40.3% |
| 5Y | -62.8% | -52.7% | -10.1% | -52.2% |
| All | +30.0% | +7.7% | +22.4% | +29.7% |
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