+3.9%
CTSH vs URI
+161.0%
-157.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.9% | -8.6% | -2.4% |
| 7D | -2.3% | -4.0% | +1.7% | -1.9% |
| 30D | +7.4% | +6.8% | +0.6% | +6.4% |
| 3M | +10.9% | -2.8% | +13.7% | +11.0% |
| 6M | +24.7% | +20.9% | +3.8% | +19.7% |
| YTD | -22.0% | +40.2% | -62.2% | -28.2% |
| 1Y | -11.2% | +34.1% | -45.2% | -17.3% |
| 3Y | +3.9% | +164.1% | -160.3% | -17.8% |
| All | +3.9% | +161.0% | -157.1% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling