+123.4%
ADI vs PAYX
+6.4%
+117.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.3% | +4.8% |
| 7D | +4.6% | -4.9% | +9.4% | +5.3% |
| 30D | -1.2% | -3.8% | +2.6% | -0.7% |
| 3M | -7.8% | +17.9% | -25.7% | -11.8% |
| 6M | +19.3% | +26.1% | -6.7% | +10.8% |
| YTD | +40.9% | +6.7% | +34.2% | +41.0% |
| 1Y | +54.5% | -10.7% | +65.2% | +69.3% |
| 3Y | +123.4% | +7.0% | +116.5% | +123.3% |
| All | +123.4% | +6.4% | +117.0% | +123.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling