+1,744.2%
TER vs CTSH
+18.8%
+1,725.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +8.0% | +5.9% |
| 7D | +11.0% | -5.5% | +16.4% | +13.5% |
| 30D | -1.9% | +4.5% | -6.4% | -4.7% |
| 3M | -0.7% | +13.7% | -14.4% | -10.2% |
| 6M | +36.4% | -8.4% | +44.8% | +36.5% |
| YTD | +92.4% | -26.5% | +118.9% | +115.6% |
| 1Y | +213.5% | -13.9% | +227.5% | +217.0% |
| 3Y | +277.2% | -11.3% | +288.6% | +272.1% |
| 5Y | +219.1% | -14.8% | +234.0% | +221.1% |
| 10Y | +1,744.2% | +22.5% | +1,721.7% | +1,458.6% |
| All | +1,744.2% | +18.8% | +1,725.5% | +1,458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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