+25,808.1%
CAT vs GEN
+8,838.9%
+16,969.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.0% |
| 7D | +1.7% | -1.2% | +2.9% | +1.9% |
| 30D | -6.6% | +10.1% | -16.7% | -8.0% |
| 3M | -13.3% | +16.1% | -29.4% | -15.6% |
| 6M | +11.6% | +38.9% | -27.2% | +5.1% |
| YTD | +42.9% | +14.4% | +28.5% | +38.4% |
| 1Y | +95.4% | +5.9% | +89.6% | +91.3% |
| 3Y | +196.6% | +58.8% | +137.8% | +171.4% |
| 5Y | +321.7% | +24.7% | +297.0% | +295.8% |
| 10Y | +1,140.8% | +163.1% | +977.7% | +908.8% |
| All | +25,808.1% | +8,838.9% | +16,969.2% | +11,006.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling