+58.1%
SWK vs PAYC
+43.1%
+15.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +10.7% | -11.1% | +21.8% | +13.7% |
| 30D | +33.3% | +1.8% | +31.5% | +32.9% |
| 3M | +14.7% | +10.2% | +4.5% | +12.1% |
| 6M | +48.5% | +73.5% | -25.0% | +27.2% |
| YTD | +63.9% | +49.4% | +14.5% | +47.5% |
| 1Y | +80.4% | +47.2% | +33.2% | +63.2% |
| 3Y | +58.1% | +44.4% | +13.7% | +39.4% |
| All | +58.1% | +43.1% | +15.0% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling