-40.1%
SWK vs PAYC
-53.3%
+13.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.6% | -1.4% |
| 7D | +0.1% | -7.9% | +8.0% | +2.2% |
| 30D | -8.9% | +2.1% | -11.0% | -9.5% |
| 3M | +20.5% | +61.8% | -41.3% | +4.3% |
| 6M | +27.1% | +59.9% | -32.8% | +9.2% |
| YTD | +30.2% | +38.5% | -8.3% | +16.3% |
| 1Y | +24.8% | -1.4% | +26.1% | +23.9% |
| 3Y | +16.3% | -21.0% | +37.3% | +18.4% |
| 5Y | -40.1% | -52.9% | +12.8% | -38.5% |
| All | -40.1% | -53.3% | +13.2% | -38.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling