+20.8%
SWK vs PAYC
+535.4%
-514.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.3% |
| 7D | -2.3% | -9.5% | +7.2% | +0.7% |
| 30D | +30.4% | +3.3% | +27.2% | +29.1% |
| 3M | +12.1% | +14.5% | -2.4% | +7.2% |
| 6M | +49.1% | +76.0% | -27.0% | +21.5% |
| YTD | +60.4% | +53.4% | +7.1% | +34.8% |
| 1Y | +78.3% | +43.8% | +34.5% | +53.2% |
| 3Y | +53.3% | +45.3% | +8.0% | +28.7% |
| 5Y | -27.0% | -48.9% | +22.0% | -18.7% |
| 10Y | +20.8% | +500.5% | -479.7% | -26.1% |
| All | +20.8% | +535.4% | -514.6% | -26.1% |
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