+52.7%
SWKS vs PAYX
+166.4%
-113.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.4% | +9.4% | +9.5% |
| 7D | +17.5% | -7.9% | +25.4% | +23.7% |
| 30D | +23.0% | -5.0% | +28.0% | +26.5% |
| 3M | +19.5% | +15.1% | +4.4% | +6.5% |
| 6M | +54.3% | +23.9% | +30.4% | +29.0% |
| YTD | +35.3% | +6.2% | +29.1% | +25.4% |
| 1Y | +17.9% | -9.6% | +27.5% | +22.4% |
| 3Y | -6.8% | +5.8% | -12.6% | -15.3% |
| 5Y | -45.4% | +22.0% | -67.4% | -55.7% |
| All | +52.7% | +166.4% | -113.7% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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