+683.1%
CTAS vs NI
+143.3%
+539.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -0.7% | -1.4% | +0.7% | -0.1% |
| 3M | +11.1% | -10.6% | +21.7% | +16.8% |
| 6M | +2.1% | -9.3% | +11.5% | +6.6% |
| YTD | +8.0% | +1.1% | +6.8% | +6.7% |
| 1Y | -0.5% | +3.4% | -3.9% | -2.9% |
| 3Y | +66.2% | +67.9% | -1.7% | +27.1% |
| 5Y | +109.2% | +98.0% | +11.2% | +45.9% |
| All | +683.1% | +143.3% | +539.9% | +424.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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