+34.8%
CTSH vs BEN
+58.7%
-23.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | -2.1% | +6.8% | -8.9% | -4.7% |
| 30D | +1.4% | +18.0% | -16.6% | -5.4% |
| 3M | +7.5% | +7.5% | 0.0% | +3.8% |
| 6M | +39.6% | +14.7% | +24.9% | +30.5% |
| YTD | -22.3% | +56.1% | -78.4% | -36.3% |
| 1Y | -12.0% | +69.6% | -81.5% | -30.3% |
| 3Y | +1.8% | +87.7% | -85.9% | -25.5% |
| 5Y | -15.8% | +28.6% | -44.5% | -29.2% |
| All | +34.8% | +58.7% | -23.9% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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