+17,723.7%
CAT vs GEN
+8,588.0%
+9,135.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.3% |
| 7D | -10.3% | +2.3% | -12.6% | -10.6% |
| 30D | -31.2% | +33.1% | -64.2% | -34.4% |
| 3M | -34.7% | +6.5% | -41.1% | -35.9% |
| 6M | -39.5% | +53.8% | -93.3% | -44.2% |
| YTD | -1.7% | +11.2% | -12.9% | -5.2% |
| 1Y | -1.1% | +19.4% | -20.5% | -5.8% |
| 3Y | +143.9% | +81.0% | +62.8% | +116.9% |
| 5Y | +194.8% | +33.4% | +161.3% | +171.5% |
| 10Y | +739.8% | +164.3% | +575.5% | +577.0% |
| All | +17,723.7% | +8,588.0% | +9,135.7% | +7,505.7% |
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