+122.8%
INDA vs PAYC
+1,328.5%
-1,205.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.1% | +4.9% | -3.8% | +0.4% |
| 30D | +9.4% | +4.1% | +5.2% | +8.6% |
| 3M | +2.9% | +11.5% | -8.5% | +1.0% |
| 6M | +7.2% | +85.3% | -78.1% | -3.6% |
| YTD | -4.8% | +57.3% | -62.1% | -12.7% |
| 1Y | -5.1% | +52.6% | -57.6% | -12.6% |
| 3Y | +16.7% | +48.3% | -31.6% | +5.2% |
| 5Y | +8.8% | -47.8% | +56.6% | +13.1% |
| 10Y | +116.2% | +515.9% | -399.6% | +56.9% |
| All | +122.8% | +1,328.5% | -1,205.7% | +55.2% |
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 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