+184.3%
PAYX vs SW
+183.3%
+1.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -0.6% | +1.8% | -2.5% | -0.8% |
| 30D | +11.5% | +7.0% | +4.5% | +10.9% |
| 3M | -3.4% | -7.6% | +4.2% | -2.9% |
| 6M | +26.3% | +8.5% | +17.8% | +25.1% |
| YTD | +6.9% | +17.7% | -10.8% | +4.8% |
| 1Y | +7.1% | +27.1% | -20.0% | +4.3% |
| 3Y | +12.6% | +48.2% | -35.6% | +7.5% |
| 5Y | +9.5% | -2.3% | +11.9% | +5.7% |
| 10Y | +184.3% | +183.3% | +1.0% | +149.5% |
| All | +184.3% | +183.3% | +1.0% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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