-36.7%
SWK vs PAYC
-51.7%
+15.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.6% | +1.8% |
| 7D | -0.4% | -2.9% | +2.4% | +0.2% |
| 30D | -5.7% | +32.8% | -38.5% | -13.2% |
| 3M | +24.1% | +69.3% | -45.2% | +6.2% |
| 6M | +24.7% | +74.0% | -49.3% | +4.7% |
| YTD | +33.9% | +46.4% | -12.5% | +18.0% |
| 1Y | +34.7% | +4.2% | +30.5% | +31.9% |
| 3Y | +15.3% | -19.7% | +35.0% | +17.5% |
| All | -36.7% | -51.7% | +15.0% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling