+78.7%
SWK vs PAYC
+47.5%
+31.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | +11.3% | -9.5% | +20.8% | +11.3% |
| 30D | +31.5% | +2.5% | +29.0% | +32.1% |
| 3M | +14.4% | +11.7% | +2.8% | +15.5% |
| 6M | +46.4% | +74.6% | -28.2% | +51.5% |
| YTD | +61.6% | +50.4% | +11.2% | +81.5% |
| 1Y | +78.7% | +44.0% | +34.7% | +105.5% |
| All | +78.7% | +47.5% | +31.2% | +105.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling