+85.2%
SWK vs PAYC
+46.2%
+39.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.0% | +11.1% | +13.1% |
| 7D | +17.9% | +2.0% | +15.9% | +17.9% |
| 30D | +31.9% | +18.8% | +13.2% | +32.4% |
| 3M | +16.6% | +53.2% | -36.7% | +18.1% |
| 6M | +61.1% | +103.7% | -42.6% | +63.9% |
| YTD | +64.2% | +69.5% | -5.3% | +79.8% |
| 1Y | +85.2% | +48.8% | +36.4% | +113.1% |
| All | +85.2% | +46.2% | +39.0% | +113.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling