+50.8%
SWKS vs PAYX
+178.2%
-127.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.4% |
| 7D | +9.4% | -1.2% | +10.6% | +10.2% |
| 30D | +17.0% | +7.8% | +9.1% | +10.7% |
| 3M | +28.9% | -6.8% | +35.7% | +32.4% |
| 6M | +33.1% | +31.3% | +1.8% | +5.9% |
| YTD | +44.8% | +7.7% | +37.1% | +30.8% |
| 1Y | +36.2% | +8.1% | +28.1% | +22.6% |
| 3Y | +11.5% | +12.2% | -0.7% | -4.2% |
| 5Y | -37.1% | +8.9% | -46.0% | -45.2% |
| All | +50.8% | +178.2% | -127.3% | -28.3% |
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