+35,871.1%
PAYX vs SWK
+1,559.0%
+34,312.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.7% |
| 7D | +0.5% | +11.3% | -10.8% | -3.3% |
| 30D | +12.9% | +31.5% | -18.6% | +2.8% |
| 3M | -3.1% | +14.4% | -17.6% | -7.8% |
| 6M | +27.9% | +46.4% | -18.5% | +11.0% |
| YTD | +8.2% | +61.6% | -53.4% | -10.4% |
| 1Y | +8.9% | +78.7% | -69.9% | -13.1% |
| 3Y | +12.6% | +54.4% | -41.8% | -10.2% |
| 5Y | +10.8% | -25.3% | +36.1% | +10.3% |
| 10Y | +183.6% | +22.4% | +161.3% | +124.8% |
| All | +35,871.1% | +1,559.0% | +34,312.1% | +11,581.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling