+2,693.3%
CAT vs BLDR
+414.6%
+2,278.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.2% |
| 7D | +1.7% | -2.8% | +4.6% | +2.3% |
| 30D | -6.6% | -13.3% | +6.7% | -4.2% |
| 3M | -13.3% | -12.3% | -1.0% | -11.6% |
| 6M | +11.6% | -31.5% | +43.1% | +18.8% |
| YTD | +42.9% | -36.1% | +79.0% | +53.7% |
| 1Y | +95.4% | -54.1% | +149.5% | +122.7% |
| 3Y | +196.6% | -55.8% | +252.4% | +232.7% |
| 5Y | +321.7% | +20.7% | +300.9% | +284.8% |
| 10Y | +1,140.8% | +390.2% | +750.6% | +731.4% |
| All | +2,693.3% | +414.6% | +2,278.6% | +1,256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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