+1,157.1%
CAT vs GEN
+150.6%
+1,006.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | +2.9% | -2.9% | +5.8% | +3.5% |
| 30D | -2.6% | +2.1% | -4.7% | -3.1% |
| 3M | -10.7% | +19.7% | -30.4% | -14.3% |
| 6M | +16.1% | +33.3% | -17.1% | +8.0% |
| YTD | +43.2% | +11.1% | +32.1% | +38.5% |
| 1Y | +96.8% | +3.0% | +93.8% | +93.4% |
| 3Y | +201.4% | +57.9% | +143.5% | +166.6% |
| 5Y | +332.7% | +20.6% | +312.1% | +296.8% |
| 10Y | +1,157.1% | +153.2% | +1,003.9% | +827.4% |
| All | +1,157.1% | +150.6% | +1,006.5% | +827.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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