+34.8%
CTSH vs NI
+197.8%
-163.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.9% |
| 7D | -2.1% | +4.3% | -6.4% | -3.9% |
| 30D | +1.4% | +12.4% | -11.0% | -3.5% |
| 3M | +7.5% | +10.2% | -2.7% | +3.0% |
| 6M | +39.6% | -0.8% | +40.4% | +39.2% |
| YTD | -22.3% | +13.2% | -35.5% | -27.5% |
| 1Y | -12.0% | +10.1% | -22.0% | -16.8% |
| 3Y | +1.8% | +103.1% | -101.3% | -29.1% |
| 5Y | -15.8% | +115.5% | -131.4% | -44.4% |
| All | +34.8% | +197.8% | -163.0% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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