+133.8%
ADI vs PAYC
-48.2%
+182.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | +4.9% | +4.6% | +8.4% |
| 30D | -1.4% | +4.1% | -5.5% | -2.4% |
| 3M | +4.7% | +11.5% | -6.7% | +1.9% |
| 6M | -7.4% | +85.3% | -92.7% | -21.4% |
| YTD | +48.1% | +57.3% | -9.2% | +30.2% |
| 1Y | +69.6% | +52.6% | +17.1% | +50.4% |
| 3Y | +144.4% | +48.3% | +96.1% | +114.6% |
| All | +133.8% | -48.2% | +182.0% | +172.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling