+116.1%
INDA vs PAYC
+1,229.9%
-1,113.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.5% |
| 7D | +0.7% | -2.9% | +3.6% | +1.1% |
| 30D | -0.8% | +32.8% | -33.5% | -5.5% |
| 3M | +3.9% | +69.3% | -65.3% | -5.0% |
| 6M | -0.7% | +74.0% | -74.7% | -10.0% |
| YTD | -7.7% | +46.4% | -54.1% | -14.2% |
| 1Y | -5.1% | +4.2% | -9.3% | -7.0% |
| 3Y | +13.6% | -19.7% | +33.4% | +12.2% |
| 5Y | +7.8% | -52.0% | +59.8% | +13.6% |
| 10Y | +84.6% | +356.9% | -272.3% | +38.1% |
| All | +116.1% | +1,229.9% | -1,113.7% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling