+19.6%
SW vs PAYC
-19.5%
+39.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.7% | +4.9% | +1.7% |
| 7D | -5.1% | -2.9% | -2.2% | -4.8% |
| 30D | -4.6% | +32.8% | -37.3% | -8.4% |
| 3M | +9.4% | +69.3% | -59.9% | +1.0% |
| 6M | +3.5% | +74.0% | -70.5% | -5.4% |
| YTD | +22.0% | +46.4% | -24.4% | +15.0% |
| 1Y | +2.2% | +4.2% | -2.0% | +2.5% |
| All | +19.6% | -19.5% | +39.0% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling