+17,564.5%
CAT vs GEN
+8,824.3%
+8,740.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.9% | -5.4% | -6.2% |
| 7D | -14.5% | +8.5% | -23.0% | -15.6% |
| 30D | -35.7% | +34.2% | -69.9% | -38.8% |
| 3M | -36.3% | +10.0% | -46.3% | -37.8% |
| 6M | -38.5% | +56.8% | -95.3% | -43.5% |
| YTD | -2.5% | +14.2% | -16.8% | -6.4% |
| 1Y | -1.9% | +20.8% | -22.7% | -6.6% |
| 3Y | +139.2% | +84.1% | +55.1% | +112.3% |
| 5Y | +192.1% | +37.1% | +155.1% | +168.1% |
| 10Y | +732.3% | +171.5% | +560.8% | +568.4% |
| All | +17,564.5% | +8,824.3% | +8,740.3% | +7,409.2% |
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 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