-8.8%
INDA vs CPAY
+33.9%
-42.7%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -2.0% | -0.7% | -2.6% |
| 30D | -2.8% | -0.4% | -2.4% | -2.7% |
| 3M | +1.6% | +16.4% | -14.7% | +0.7% |
| 6M | -1.4% | +23.5% | -24.9% | -2.8% |
| YTD | -10.1% | +35.7% | -45.8% | -10.9% |
| 1Y | -8.8% | +30.2% | -38.9% | -8.5% |
| All | -8.8% | +33.9% | -42.7% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1y: compounded portfolio wealth divided by compounded CPAY 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…
1y analysis · Full analysis span regression · 6 months rolling