+1,077.0%
TER vs CTSH
+37.5%
+1,039.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.2% | +8.7% |
| 7D | +5.9% | -2.1% | +7.9% | +6.5% |
| 30D | -30.8% | +8.0% | -38.7% | -34.0% |
| 3M | -29.9% | +10.6% | -40.5% | -35.4% |
| 6M | -27.5% | +32.5% | -60.0% | -42.2% |
| YTD | +37.5% | -21.0% | +58.4% | +45.7% |
| 1Y | +50.3% | -9.9% | +60.2% | +45.2% |
| 3Y | +204.9% | +3.1% | +201.8% | +168.5% |
| 5Y | +89.2% | -13.4% | +102.6% | +85.6% |
| 10Y | +1,077.0% | +37.1% | +1,039.8% | +808.7% |
| All | +1,077.0% | +37.5% | +1,039.4% | +808.7% |
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