+21.0%
CTSH vs BTI
+68.1%
-47.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.4% |
| 7D | -8.2% | -2.4% | -5.8% | -7.4% |
| 30D | +0.4% | -4.8% | +5.2% | +2.0% |
| 3M | +10.6% | -8.1% | +18.7% | +13.5% |
| 6M | -8.8% | -4.2% | -4.6% | -8.3% |
| YTD | -28.6% | -1.3% | -27.3% | -29.2% |
| 1Y | -15.9% | +2.1% | -18.0% | -17.8% |
| 3Y | -13.9% | +108.9% | -122.8% | -37.1% |
| 5Y | -17.1% | +114.5% | -131.6% | -40.8% |
| 10Y | +21.0% | +72.2% | -51.2% | -15.0% |
| All | +21.0% | +68.1% | -47.1% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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