+82.3%
INDA vs PAYC
+358.9%
-276.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.7% |
| 7D | -2.7% | -5.5% | +2.8% | -1.7% |
| 30D | -2.8% | +3.8% | -6.5% | -3.5% |
| 3M | +1.6% | +65.8% | -64.2% | -7.9% |
| 6M | -1.4% | +68.7% | -70.1% | -11.4% |
| YTD | -10.1% | +38.3% | -48.5% | -16.5% |
| 1Y | -8.8% | -2.4% | -6.4% | -9.7% |
| 3Y | +7.6% | -21.5% | +29.2% | +6.6% |
| 5Y | +5.8% | -52.7% | +58.5% | +13.6% |
| All | +82.3% | +358.9% | -276.6% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling