+22.2%
SWK vs PAYC
+510.1%
-488.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +4.9% | -6.2% | -2.9% |
| 30D | +25.5% | +4.1% | +21.3% | +23.8% |
| 3M | +11.8% | +11.5% | +0.3% | +7.8% |
| 6M | +48.7% | +85.3% | -36.6% | +19.2% |
| YTD | +57.2% | +57.3% | -0.1% | +31.0% |
| 1Y | +75.3% | +52.6% | +22.7% | +47.6% |
| 3Y | +51.9% | +48.3% | +3.7% | +26.8% |
| 5Y | -30.7% | -47.8% | +17.1% | -23.4% |
| All | +22.2% | +510.1% | -488.0% | -26.0% |
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