+35.3%
SWKS vs PAYC
+474.5%
-439.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | -3.1% | -9.5% | +6.4% | +0.2% |
| 30D | +8.3% | +2.5% | +5.9% | +7.0% |
| 3M | +20.2% | +11.7% | +8.6% | +14.4% |
| 6M | +24.9% | +74.6% | -49.7% | -2.0% |
| YTD | +33.2% | +50.4% | -17.2% | +9.1% |
| 1Y | +23.6% | +44.0% | -20.4% | +2.9% |
| 3Y | +1.3% | +42.5% | -41.2% | -17.6% |
| 5Y | -40.6% | -50.3% | +9.7% | -32.0% |
| 10Y | +35.3% | +521.2% | -485.9% | -43.3% |
| All | +35.3% | +474.5% | -439.2% | -43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling