+21.0%
CTSH vs WPM
+523.6%
-502.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -3.9% | -3.0% |
| 7D | -8.2% | +3.9% | -12.1% | -8.6% |
| 30D | +0.4% | +17.7% | -17.3% | -1.3% |
| 3M | +10.6% | +39.4% | -28.8% | +6.7% |
| 6M | -8.8% | +6.4% | -15.2% | -9.8% |
| YTD | -28.6% | +34.0% | -62.6% | -31.7% |
| 1Y | -15.9% | +50.5% | -66.4% | -20.9% |
| 3Y | -13.9% | +280.3% | -294.2% | -29.4% |
| 5Y | -17.1% | +266.3% | -283.4% | -32.7% |
| 10Y | +21.0% | +550.8% | -529.8% | -7.0% |
| All | +21.0% | +523.6% | -502.6% | -7.0% |
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