+21.9%
CTAS vs WU
-15.0%
+36.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | +2.0% | -2.0% | +4.0% | +2.3% |
| 30D | +8.7% | +11.4% | -2.7% | +6.7% |
| 3M | +13.3% | -6.8% | +20.1% | +13.9% |
| 6M | +39.4% | -14.6% | +54.0% | +42.2% |
| YTD | +21.5% | -20.6% | +42.1% | +25.4% |
| 1Y | +21.9% | -15.4% | +37.3% | +23.8% |
| All | +21.9% | -15.0% | +36.9% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling