+195.5%
SWKS vs PAYC
+1,266.0%
-1,070.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | -3.1% | -9.5% | +6.4% | -0.1% |
| 30D | +8.3% | +2.5% | +5.9% | +7.1% |
| 3M | +20.2% | +11.7% | +8.6% | +14.9% |
| 6M | +24.9% | +74.6% | -49.7% | 0.0% |
| YTD | +33.2% | +50.4% | -17.2% | +10.9% |
| 1Y | +23.6% | +44.0% | -20.4% | +4.4% |
| 3Y | +1.3% | +42.5% | -41.2% | -16.0% |
| 5Y | -40.6% | -50.3% | +9.7% | -33.7% |
| 10Y | +35.3% | +521.2% | -485.9% | -32.0% |
| All | +195.5% | +1,266.0% | -1,070.4% | +24.4% |
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