+34.8%
CTSH vs WPM
+749.7%
-714.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | -2.1% | -3.6% | +1.4% | -1.8% |
| 30D | +1.4% | +1.4% | -0.1% | +1.0% |
| 3M | +7.5% | -0.2% | +7.6% | +7.0% |
| 6M | +39.6% | -7.3% | +46.9% | +39.7% |
| YTD | -22.3% | +12.3% | -34.7% | -24.7% |
| 1Y | -12.0% | +24.9% | -36.9% | -15.9% |
| 3Y | +1.8% | +210.4% | -208.6% | -16.1% |
| 5Y | -15.8% | +210.4% | -226.2% | -31.7% |
| All | +34.8% | +749.7% | -714.9% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling