+712.5%
CAT vs BEN
+70.4%
+642.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +6.3% | +0.9% | +4.0% |
| 7D | -2.4% | +12.2% | -14.6% | -8.1% |
| 30D | -25.0% | +12.1% | -37.1% | -29.4% |
| 3M | -28.7% | +7.3% | -36.0% | -31.4% |
| 6M | -33.0% | +17.9% | -50.9% | -38.7% |
| YTD | +5.4% | +55.4% | -50.0% | -16.9% |
| 1Y | +7.3% | +69.3% | -62.1% | -19.2% |
| 3Y | +166.0% | +82.8% | +83.2% | +86.8% |
| 5Y | +210.1% | +28.8% | +181.3% | +153.9% |
| 10Y | +712.5% | +53.9% | +658.6% | +451.0% |
| All | +712.5% | +70.4% | +642.1% | +451.0% |
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