+73.4%
CTAS vs FND
-34.0%
+107.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.5% | +1.4% |
| 7D | +0.7% | +6.8% | -6.1% | -0.3% |
| 30D | +11.3% | +13.1% | -1.8% | +9.2% |
| 3M | +11.4% | -13.1% | +24.5% | +13.2% |
| 6M | +35.6% | -0.6% | +36.2% | +34.7% |
| YTD | +20.7% | -15.5% | +36.2% | +21.7% |
| 1Y | +22.8% | -13.7% | +36.5% | +23.4% |
| 3Y | +73.4% | -35.0% | +108.4% | +75.3% |
| All | +73.4% | -34.0% | +107.4% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling