+813.9%
CTAS vs URI
+1,313.6%
-499.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.9% | -6.5% | -1.8% |
| 7D | -0.7% | -4.0% | +3.3% | +0.3% |
| 30D | +10.3% | +6.8% | +3.5% | +7.6% |
| 3M | +10.2% | -2.8% | +13.0% | +10.4% |
| 6M | +34.4% | +20.9% | +13.5% | +24.6% |
| YTD | +19.6% | +40.2% | -20.7% | +3.6% |
| 1Y | +21.8% | +34.1% | -12.3% | +7.0% |
| 3Y | +74.1% | +164.1% | -90.0% | +15.3% |
| 5Y | +114.0% | +199.3% | -85.3% | +29.8% |
| 10Y | +813.9% | +1,218.8% | -404.9% | +220.4% |
| All | +813.9% | +1,313.6% | -499.7% | +220.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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