-2.6%
SW vs PAYC
-52.1%
+49.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.1% | -0.3% |
| 7D | +2.3% | -10.2% | +12.5% | +3.8% |
| 30D | +6.8% | +6.1% | +0.6% | +5.9% |
| 3M | -5.2% | +10.1% | -15.3% | -6.5% |
| 6M | +7.4% | +88.6% | -81.2% | -2.8% |
| YTD | +17.4% | +50.0% | -32.6% | +9.7% |
| 1Y | +27.1% | +46.1% | -19.0% | +19.3% |
| 3Y | +47.9% | +51.2% | -3.3% | +39.3% |
| All | -2.6% | -52.1% | +49.6% | +6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling