+820.2%
CTAS vs WU
-37.2%
+857.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.9% |
| 7D | -0.8% | +2.1% | -2.9% | -1.6% |
| 30D | +10.7% | +10.1% | +0.6% | +6.9% |
| 3M | +11.0% | -1.1% | +12.1% | +10.9% |
| 6M | +38.7% | -19.8% | +58.5% | +47.7% |
| YTD | +21.8% | -20.8% | +42.5% | +29.4% |
| 1Y | +23.6% | -15.1% | +38.7% | +27.7% |
| 3Y | +74.9% | -23.2% | +98.1% | +82.0% |
| 5Y | +119.5% | -42.6% | +162.1% | +152.0% |
| 10Y | +820.2% | -38.9% | +859.1% | +886.9% |
| All | +820.2% | -37.2% | +857.4% | +886.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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