-2.3%
SW vs PAYC
-51.7%
+49.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.5% |
| 3M | +9.4% | +69.3% | -59.9% | +1.1% |
| 6M | +3.5% | +74.0% | -70.5% | -5.2% |
| YTD | +22.0% | +46.4% | -24.4% | +14.7% |
| 1Y | +2.2% | +4.2% | -2.0% | +1.3% |
| 3Y | +19.6% | -19.7% | +39.3% | +19.5% |
| All | -2.3% | -51.7% | +49.4% | -7.7% |
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