+35,575.5%
CTSH vs URI
+2,951.1%
+32,624.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.1% |
| 7D | -0.6% | -9.8% | +9.2% | +2.1% |
| 30D | +13.4% | +1.7% | +11.7% | +12.5% |
| 3M | +14.4% | -9.1% | +23.5% | +16.7% |
| 6M | +27.7% | +9.9% | +17.9% | +22.0% |
| YTD | -20.6% | +31.2% | -51.8% | -29.6% |
| 1Y | -9.1% | +25.9% | -35.1% | -18.5% |
| 3Y | +3.1% | +147.4% | -144.3% | -26.2% |
| 5Y | -11.8% | +179.7% | -191.5% | -40.8% |
| 10Y | +42.7% | +1,419.5% | -1,376.8% | -47.5% |
| All | +35,575.5% | +2,951.1% | +32,624.3% | +6,745.6% |
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