+28.7%
SWK vs PAYC
+453.6%
-424.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | +1.2% |
| 7D | +11.0% | -10.2% | +21.2% | +14.7% |
| 30D | +30.1% | +6.1% | +23.9% | +27.7% |
| 3M | +14.7% | +10.1% | +4.6% | +11.0% |
| 6M | +44.5% | +88.6% | -44.1% | +15.2% |
| YTD | +59.4% | +50.0% | +9.4% | +35.2% |
| 1Y | +77.5% | +46.1% | +31.5% | +51.9% |
| 3Y | +49.5% | +51.2% | -1.7% | +24.1% |
| 5Y | -24.9% | -51.7% | +26.8% | -15.0% |
| All | +28.7% | +453.6% | -424.8% | -11.8% |
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