-9.9%
PAYX vs SWK
+24.6%
-34.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.8% | -1.1% | -3.8% |
| 7D | -6.9% | +0.1% | -7.1% | -6.9% |
| 30D | -2.6% | -8.9% | +6.3% | -2.3% |
| 3M | +19.4% | +20.5% | -1.1% | +18.1% |
| 6M | +18.7% | +27.1% | -8.4% | +16.9% |
| YTD | +7.8% | +30.2% | -22.4% | +5.6% |
| 1Y | -9.9% | +24.8% | -34.6% | -12.4% |
| All | -9.9% | +24.6% | -34.5% | -12.4% |
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 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