+36,968.5%
ADI vs PAYX
+35,195.9%
+1,772.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | +1.3% | -7.9% | +9.2% | +4.8% |
| 30D | -6.0% | -5.0% | -0.9% | -4.2% |
| 3M | -7.7% | +15.1% | -22.8% | -14.4% |
| 6M | +14.0% | +23.9% | -10.0% | +1.2% |
| YTD | +34.4% | +6.2% | +28.2% | +26.9% |
| 1Y | +48.0% | -9.6% | +57.6% | +49.6% |
| 3Y | +113.3% | +5.8% | +107.5% | +99.7% |
| 5Y | +131.1% | +22.0% | +109.1% | +103.6% |
| 10Y | +628.7% | +165.1% | +463.7% | +358.3% |
| All | +36,968.5% | +35,195.9% | +1,772.6% | +7,059.3% |
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 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