+27.6%
SWKS vs PAYC
+358.9%
-331.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.7% | +7.2% | +4.8% |
| 7D | +12.5% | -2.9% | +15.4% | +13.6% |
| 30D | +10.5% | +32.8% | -22.3% | -1.6% |
| 3M | -7.4% | +69.3% | -76.7% | -25.5% |
| 6M | +32.7% | +74.0% | -41.3% | +4.4% |
| YTD | +19.2% | +46.4% | -27.2% | -0.4% |
| 1Y | +2.4% | +4.2% | -1.8% | -2.7% |
| 3Y | -25.6% | -19.7% | -5.9% | -27.0% |
| 5Y | -53.4% | -52.0% | -1.4% | -46.0% |
| All | +27.6% | +358.9% | -331.4% | -35.8% |
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