+28.1%
SW vs PAYC
+46.2%
-18.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +4.1% |
| 7D | +12.1% | +2.0% | +10.0% | +12.0% |
| 30D | +6.6% | +18.8% | -12.2% | +6.5% |
| 3M | -6.0% | +53.2% | -59.2% | -5.5% |
| 6M | +21.5% | +103.7% | -82.2% | +21.4% |
| YTD | +20.3% | +69.5% | -49.1% | +25.7% |
| 1Y | +28.1% | +48.8% | -20.7% | +37.1% |
| All | +28.1% | +46.2% | -18.0% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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