-7.5%
PAYX vs SWK
+37.3%
-44.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.7% |
| 7D | -4.2% | -0.4% | -3.7% | -4.2% |
| 30D | +2.9% | -5.7% | +8.6% | +3.1% |
| 3M | +23.6% | +24.1% | -0.5% | +22.3% |
| 6M | +30.0% | +24.7% | +5.3% | +29.3% |
| YTD | +12.2% | +33.9% | -21.8% | +10.1% |
| 1Y | -7.5% | +34.7% | -42.1% | -11.1% |
| All | -7.5% | +37.3% | -44.8% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling