+6,935.3%
CAT vs IBB
+560.8%
+6,374.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | +1.7% | +1.4% | +0.3% | +0.9% |
| 30D | -6.6% | +10.5% | -17.0% | -12.0% |
| 3M | -13.3% | +23.6% | -36.9% | -23.4% |
| 6M | +11.6% | +22.6% | -11.0% | -1.0% |
| YTD | +42.9% | +25.7% | +17.3% | +24.9% |
| 1Y | +95.4% | +51.4% | +44.1% | +53.7% |
| 3Y | +196.6% | +64.4% | +132.2% | +121.8% |
| 5Y | +321.7% | +22.1% | +299.5% | +264.0% |
| 10Y | +1,140.8% | +132.5% | +1,008.3% | +618.1% |
| All | +6,935.3% | +560.8% | +6,374.4% | +1,647.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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