+179.7%
PAYX vs SWK
+17.8%
+161.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.6% |
| 7D | -3.6% | -2.0% | -1.7% | -3.0% |
| 30D | +9.5% | +24.6% | -15.1% | +1.6% |
| 3M | -3.3% | +10.8% | -14.1% | -6.9% |
| 6M | +27.1% | +46.1% | -19.0% | +10.5% |
| YTD | +7.3% | +56.8% | -49.6% | -10.3% |
| 1Y | +8.3% | +72.7% | -64.4% | -12.6% |
| 3Y | +11.6% | +49.9% | -38.2% | -10.8% |
| 5Y | +8.5% | -30.9% | +39.4% | +16.3% |
| All | +179.7% | +17.8% | +161.8% | +114.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling