+6.6%
INDA vs CPAY
+49.2%
-42.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.2% |
| 7D | -3.6% | -2.7% | -1.0% | -3.3% |
| 30D | -4.0% | +0.6% | -4.5% | -4.0% |
| 3M | +1.7% | +17.0% | -15.3% | -0.2% |
| 6M | -3.6% | +24.1% | -27.8% | -6.2% |
| YTD | -11.0% | +35.7% | -46.7% | -14.5% |
| 1Y | -9.5% | +34.0% | -43.5% | -13.0% |
| All | +6.6% | +49.2% | -42.6% | -1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling