+178.2%
PAYX vs SW
+182.3%
-4.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -2.8% | -2.6% | -0.2% | -2.6% |
| 30D | +11.4% | +7.2% | +4.2% | +10.7% |
| 3M | -3.9% | -10.5% | +6.5% | -3.1% |
| 6M | +27.0% | +9.9% | +17.2% | +25.8% |
| YTD | +7.4% | +17.2% | -9.8% | +5.4% |
| 1Y | +7.9% | +26.5% | -18.5% | +5.2% |
| 3Y | +11.8% | +47.7% | -35.8% | +6.7% |
| 5Y | +9.7% | +0.2% | +9.5% | +5.7% |
| 10Y | +178.2% | +182.3% | -4.1% | +143.4% |
| All | +178.2% | +182.3% | -4.1% | +143.4% |
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