+12.5%
TXT vs PAYC
-53.8%
+66.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.1% | +0.7% |
| 7D | +0.8% | -8.7% | +9.6% | +2.4% |
| 30D | -10.4% | +1.2% | -11.6% | -10.8% |
| 3M | -14.3% | +58.6% | -73.0% | -22.6% |
| 6M | -15.1% | +56.6% | -71.7% | -23.6% |
| YTD | -8.3% | +36.2% | -44.6% | -15.1% |
| 1Y | -0.7% | -2.2% | +1.5% | -0.9% |
| 3Y | +6.0% | -22.3% | +28.3% | +8.1% |
| 5Y | +12.5% | -53.9% | +66.4% | +19.2% |
| All | +12.5% | -53.8% | +66.4% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling