+25.6%
CTAS vs WY
+0.3%
+25.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.6% | -3.3% | +0.8% |
| 7D | +7.6% | +13.3% | -5.7% | +3.9% |
| 30D | +17.2% | +17.6% | -0.4% | +12.0% |
| 3M | +12.8% | -15.0% | +27.8% | +17.4% |
| 6M | +38.0% | -5.9% | +43.9% | +39.4% |
| YTD | +22.7% | -5.7% | +28.4% | +23.4% |
| 1Y | +25.6% | -0.2% | +25.9% | +25.0% |
| All | +25.6% | +0.3% | +25.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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