+22.1%
SWKS vs PAYX
-9.0%
+31.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.1% |
| 7D | +19.4% | -4.9% | +24.2% | +19.4% |
| 30D | +26.8% | -3.8% | +30.6% | +26.7% |
| 3M | +21.5% | +17.9% | +3.6% | +19.4% |
| 6M | +61.0% | +26.1% | +34.9% | +54.6% |
| YTD | +42.2% | +6.7% | +35.5% | +43.8% |
| 1Y | +22.1% | -10.7% | +32.9% | +26.3% |
| All | +22.1% | -9.0% | +31.2% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling