+34,247.0%
CTSH vs URI
+2,819.0%
+31,428.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -4.1% |
| 7D | -2.7% | -2.0% | -0.7% | -2.2% |
| 30D | +12.4% | -12.9% | +25.3% | +16.6% |
| 3M | +17.4% | -6.7% | +24.1% | +18.3% |
| 6M | -3.1% | +19.0% | -22.1% | -10.6% |
| YTD | -23.6% | +25.5% | -49.1% | -31.0% |
| 1Y | -10.8% | +5.5% | -16.4% | -15.5% |
| 3Y | -8.3% | +111.3% | -119.6% | -31.2% |
| 5Y | -11.3% | +198.6% | -209.9% | -41.4% |
| 10Y | +22.6% | +1,179.9% | -1,157.3% | -52.6% |
| All | +34,247.0% | +2,819.0% | +31,428.0% | +6,608.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling