+29.5%
SWK vs PAYC
+451.9%
-422.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +10.7% | -11.1% | +21.8% | +14.7% |
| 30D | +33.3% | +1.8% | +31.5% | +32.6% |
| 3M | +14.7% | +10.2% | +4.5% | +10.9% |
| 6M | +48.5% | +73.5% | -25.0% | +21.8% |
| YTD | +63.9% | +49.4% | +14.5% | +39.1% |
| 1Y | +80.4% | +47.2% | +33.2% | +53.8% |
| 3Y | +58.1% | +44.4% | +13.7% | +33.2% |
| 5Y | -24.5% | -52.1% | +27.6% | -14.2% |
| 10Y | +29.5% | +474.3% | -444.8% | -12.7% |
| All | +29.5% | +451.9% | -422.5% | -12.7% |
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 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