+1,126.0%
CAT vs BEN
+56.5%
+1,069.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.2% |
| 7D | +5.6% | +4.7% | +0.9% | +3.1% |
| 30D | -2.3% | +2.6% | -4.9% | -3.6% |
| 3M | -10.0% | +11.5% | -21.5% | -15.0% |
| 6M | +21.2% | +35.3% | -14.1% | +3.1% |
| YTD | +44.4% | +48.6% | -4.2% | +16.8% |
| 1Y | +96.3% | +46.7% | +49.6% | +59.1% |
| 3Y | +203.9% | +57.0% | +146.9% | +130.9% |
| 5Y | +333.5% | +41.8% | +291.7% | +233.6% |
| 10Y | +1,126.0% | +55.2% | +1,070.8% | +707.3% |
| All | +1,126.0% | +56.5% | +1,069.5% | +707.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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