+34.8%
CTSH vs URI
+1,173.3%
-1,138.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.3% |
| 7D | -2.1% | +6.7% | -8.9% | -3.9% |
| 30D | +1.4% | +8.9% | -7.5% | -1.2% |
| 3M | +7.5% | +0.5% | +6.9% | +6.5% |
| 6M | +39.6% | +20.7% | +18.9% | +30.2% |
| YTD | -22.3% | +40.0% | -62.3% | -32.0% |
| 1Y | -12.0% | +34.4% | -46.4% | -22.0% |
| 3Y | +1.8% | +149.5% | -147.7% | -27.5% |
| 5Y | -15.8% | +205.6% | -221.4% | -45.5% |
| All | +34.8% | +1,173.3% | -1,138.5% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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