+25,808.1%
CAT vs BEN
+4,913.3%
+20,894.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +0.2% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | -6.6% | -0.5% | -6.0% | -6.3% |
| 3M | -13.3% | +9.7% | -23.0% | -16.8% |
| 6M | +11.6% | +33.9% | -22.3% | -2.3% |
| YTD | +42.9% | +49.0% | -6.0% | +19.2% |
| 1Y | +95.4% | +42.1% | +53.3% | +65.8% |
| 3Y | +196.6% | +51.9% | +144.7% | +139.5% |
| 5Y | +321.7% | +39.0% | +282.6% | +244.1% |
| 10Y | +1,140.8% | +57.9% | +1,082.9% | +817.2% |
| All | +25,808.1% | +4,913.3% | +20,894.8% | +6,350.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling