+700.3%
CAT vs GEN
+156.5%
+543.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.6% |
| 7D | +1.7% | -0.8% | +2.6% | +1.9% |
| 30D | -24.6% | +31.2% | -55.8% | -28.4% |
| 3M | -28.5% | +6.1% | -34.6% | -29.8% |
| 6M | -34.8% | +38.1% | -72.9% | -39.8% |
| YTD | +5.9% | +14.4% | -8.5% | +1.3% |
| 1Y | +6.8% | +15.1% | -8.3% | +2.0% |
| 3Y | +161.1% | +68.5% | +92.6% | +126.9% |
| 5Y | +213.4% | +35.8% | +177.6% | +179.0% |
| 10Y | +700.3% | +155.4% | +544.9% | +485.2% |
| All | +700.3% | +156.5% | +543.8% | +485.2% |
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