+182.7%
SW vs PAYC
+453.6%
-270.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.1% | -0.4% |
| 7D | +2.3% | -10.2% | +12.5% | +3.5% |
| 30D | +6.8% | +6.1% | +0.6% | +6.1% |
| 3M | -5.2% | +10.1% | -15.3% | -6.2% |
| 6M | +7.4% | +88.6% | -81.2% | -0.5% |
| YTD | +17.4% | +50.0% | -32.6% | +11.3% |
| 1Y | +27.1% | +46.1% | -19.0% | +20.8% |
| 3Y | +47.9% | +51.2% | -3.3% | +40.3% |
| 5Y | -2.6% | -51.7% | +49.1% | -0.8% |
| All | +182.7% | +453.6% | -270.9% | +161.8% |
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