+8,007.1%
SWKS vs PAYX
+37,197.0%
-29,189.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.8% |
| 7D | +12.5% | -4.2% | +16.7% | +14.6% |
| 30D | +10.5% | +2.9% | +7.6% | +8.8% |
| 3M | -7.4% | +23.6% | -31.0% | -17.1% |
| 6M | +32.7% | +30.0% | +2.6% | +15.1% |
| YTD | +19.2% | +12.2% | +7.0% | +10.4% |
| 1Y | +2.4% | -7.5% | +9.8% | +3.6% |
| 3Y | -25.6% | +10.1% | -35.7% | -30.8% |
| 5Y | -53.4% | +25.1% | -78.5% | -59.0% |
| 10Y | +23.2% | +171.7% | -148.6% | -22.7% |
| All | +8,007.1% | +37,197.0% | -29,189.8% | +2,152.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling