+6.0%
CTSH vs URI
+136.1%
-130.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +1.9% |
| 7D | +6.4% | -12.9% | +19.4% | +7.9% |
| 30D | +16.3% | -3.4% | +19.7% | +16.4% |
| 3M | +20.0% | -10.0% | +30.0% | +21.0% |
| 6M | +29.9% | +12.2% | +17.8% | +25.7% |
| YTD | -18.4% | +29.8% | -48.1% | -24.3% |
| 1Y | -8.9% | +24.6% | -33.5% | -14.6% |
| All | +6.0% | +136.1% | -130.1% | -15.9% |
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