+32.1%
SWKS vs PAYC
+453.6%
-421.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.1% | +6.3% | +3.0% |
| 7D | -6.2% | -10.2% | +4.0% | -2.7% |
| 30D | -1.5% | +6.1% | -7.6% | -4.0% |
| 3M | +23.0% | +10.1% | +12.9% | +17.6% |
| 6M | +27.6% | +88.6% | -61.0% | -3.0% |
| YTD | +32.3% | +50.0% | -17.7% | +8.6% |
| 1Y | +20.1% | +46.1% | -25.9% | -0.5% |
| 3Y | +0.6% | +51.2% | -50.5% | -20.0% |
| 5Y | -42.3% | -51.7% | +9.3% | -33.3% |
| All | +32.1% | +453.6% | -421.5% | -39.9% |
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