+164.0%
PAYX vs INDA
+84.7%
+79.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.1% |
| 7D | -4.9% | -2.7% | -2.2% | -3.5% |
| 30D | -3.8% | -2.8% | -1.0% | -2.4% |
| 3M | +17.9% | +1.6% | +16.2% | +16.7% |
| 6M | +26.1% | -1.4% | +27.5% | +26.3% |
| YTD | +6.7% | -10.1% | +16.9% | +12.1% |
| 1Y | -10.7% | -8.8% | -2.0% | -7.2% |
| 3Y | +7.0% | +7.6% | -0.6% | +0.5% |
| 5Y | +22.6% | +5.8% | +16.8% | +15.9% |
| All | +164.0% | +84.7% | +79.3% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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