+6.0%
INDA vs PAYC
-53.8%
+59.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.7% |
| 7D | -2.6% | -8.7% | +6.1% | -1.9% |
| 30D | -2.9% | +1.2% | -4.1% | -3.0% |
| 3M | +2.4% | +58.6% | -56.2% | -1.7% |
| 6M | -2.6% | +56.6% | -59.2% | -6.6% |
| YTD | -10.0% | +36.2% | -46.2% | -12.6% |
| 1Y | -7.7% | -2.2% | -5.5% | -7.6% |
| 3Y | +8.9% | -22.3% | +31.2% | +10.1% |
| 5Y | +6.0% | -53.9% | +59.8% | +10.2% |
| All | +6.0% | -53.8% | +59.8% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling