+147.8%
SW vs PAYC
+356.0%
-208.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.7% | +4.9% | +1.6% |
| 7D | -5.1% | -2.9% | -2.2% | -4.8% |
| 30D | -4.6% | +32.8% | -37.3% | -7.7% |
| 3M | +9.4% | +69.3% | -59.9% | +2.9% |
| 6M | +3.5% | +74.0% | -70.5% | -3.3% |
| YTD | +22.0% | +46.4% | -24.4% | +16.1% |
| 1Y | +2.2% | +4.2% | -2.0% | +1.1% |
| 3Y | +19.6% | -19.7% | +39.3% | +18.9% |
| 5Y | -2.3% | -52.0% | +49.7% | -0.5% |
| All | +147.8% | +356.0% | -208.2% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling