+35,040.8%
CTSH vs HRB
+1,071.0%
+33,969.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -4.2% | -7.8% | +3.6% | -1.6% |
| 30D | +3.9% | +15.7% | -11.8% | -1.0% |
| 3M | +10.2% | -5.5% | +15.7% | +12.2% |
| 6M | +35.3% | +41.1% | -5.8% | +20.4% |
| YTD | -21.8% | +20.4% | -42.2% | -27.6% |
| 1Y | -12.1% | +15.2% | -27.4% | -17.6% |
| 3Y | +2.0% | +24.3% | -22.3% | -8.7% |
| 5Y | -15.3% | +144.7% | -160.0% | -41.5% |
| 10Y | +35.7% | +227.8% | -192.1% | -23.6% |
| All | +35,040.8% | +1,071.0% | +33,969.8% | +9,162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 all: compounded portfolio wealth divided by compounded HRB 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…
all analysis · Full analysis span regression · 6 months rolling