+651.5%
ADI vs PAYC
+358.9%
+292.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.5% | +4.5% |
| 7D | +4.6% | -5.5% | +10.1% | +6.2% |
| 30D | -1.2% | +3.8% | -5.0% | -2.5% |
| 3M | -7.8% | +65.8% | -73.6% | -22.4% |
| 6M | +19.3% | +68.7% | -49.4% | -1.5% |
| YTD | +40.9% | +38.3% | +2.6% | +23.1% |
| 1Y | +54.5% | -2.4% | +56.9% | +50.9% |
| 3Y | +123.4% | -21.5% | +145.0% | +120.2% |
| 5Y | +142.3% | -52.7% | +195.0% | +173.8% |
| All | +651.5% | +358.9% | +292.6% | +344.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling