-40.6%
SWK vs PAYC
-53.3%
+12.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -2.3% |
| 7D | -0.7% | -7.9% | +7.2% | +1.3% |
| 30D | -9.7% | +2.1% | -11.8% | -10.3% |
| 3M | +19.5% | +61.8% | -42.3% | +3.4% |
| 6M | +26.0% | +59.9% | -33.9% | +8.2% |
| YTD | +29.1% | +38.5% | -9.4% | +15.3% |
| 1Y | +23.7% | -1.4% | +25.0% | +22.9% |
| 3Y | +15.3% | -21.0% | +36.3% | +17.4% |
| 5Y | -40.6% | -52.9% | +12.3% | -39.1% |
| All | -40.6% | -53.3% | +12.7% | -39.1% |
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 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