+99.2%
SWK vs PAYC
+1,335.2%
-1,236.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.8% | +4.2% | -0.8% |
| 7D | +11.3% | -4.1% | +15.3% | +12.5% |
| 30D | +28.1% | +12.4% | +15.7% | +24.3% |
| 3M | +12.6% | +43.3% | -30.7% | +1.5% |
| 6M | +51.7% | +90.7% | -39.0% | +25.3% |
| YTD | +60.0% | +58.0% | +2.0% | +37.6% |
| 1Y | +72.7% | +37.4% | +35.3% | +54.3% |
| 3Y | +46.3% | +61.1% | -14.8% | +23.8% |
| 5Y | -24.6% | -49.1% | +24.4% | -18.6% |
| 10Y | +32.2% | +497.7% | -465.5% | -6.7% |
| All | +99.2% | +1,335.2% | -1,236.0% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling