+11.5%
PAYX vs SWK
-25.5%
+37.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | +4.4% | +11.0% | -6.6% | +1.9% |
| 30D | +16.4% | +30.1% | -13.6% | +9.9% |
| 3M | -1.6% | +14.7% | -16.2% | -4.7% |
| 6M | +32.4% | +44.5% | -12.1% | +21.2% |
| YTD | +9.0% | +59.4% | -50.4% | -3.3% |
| 1Y | +9.4% | +77.5% | -68.1% | -5.7% |
| 3Y | +17.5% | +49.5% | -32.0% | +1.1% |
| All | +11.5% | -25.5% | +37.0% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling