+36,578.7%
CTSH vs URI
+2,917.0%
+33,661.6%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +3.1% |
| 7D | +6.4% | -12.9% | +19.4% | +10.4% |
| 30D | +16.3% | -3.4% | +19.7% | +17.0% |
| 3M | +20.0% | -10.0% | +30.0% | +22.7% |
| 6M | +29.9% | +12.2% | +17.8% | +23.3% |
| YTD | -18.4% | +29.8% | -48.1% | -27.4% |
| 1Y | -8.9% | +24.6% | -33.5% | -18.0% |
| 3Y | +6.0% | +137.6% | -131.6% | -23.3% |
| 5Y | -9.3% | +176.6% | -185.9% | -38.9% |
| 10Y | +46.7% | +1,402.6% | -1,355.8% | -45.9% |
| All | +36,578.7% | +2,917.0% | +33,661.6% | +6,961.1% |
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 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