+74.9%
SWK vs PAYC
+51.3%
+23.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.8% | -2.2% |
| 7D | -2.0% | -0.5% | -1.5% | -1.9% |
| 30D | +24.6% | +5.2% | +19.4% | +25.1% |
| 3M | +10.8% | +18.0% | -7.2% | +11.9% |
| 6M | +46.1% | +81.6% | -35.6% | +51.2% |
| YTD | +56.8% | +57.3% | -0.4% | +77.5% |
| All | +74.9% | +51.3% | +23.6% | +101.5% |
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