+22.4%
SWK vs PAYC
+474.5%
-452.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +11.3% | -9.5% | +20.8% | +14.7% |
| 30D | +31.5% | +2.5% | +29.0% | +30.4% |
| 3M | +14.4% | +11.7% | +2.8% | +10.2% |
| 6M | +46.4% | +74.6% | -28.2% | +19.7% |
| YTD | +61.6% | +50.4% | +11.2% | +36.7% |
| 1Y | +78.7% | +44.0% | +34.7% | +53.4% |
| 3Y | +54.4% | +42.5% | +11.9% | +30.5% |
| 5Y | -25.3% | -50.3% | +25.0% | -16.1% |
| 10Y | +22.4% | +521.2% | -498.8% | -25.1% |
| All | +22.4% | +474.5% | -452.1% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling