+1,157.1%
CAT vs INDA
+81.7%
+1,075.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.3% |
| 7D | +2.9% | -2.6% | +5.5% | +4.5% |
| 30D | -2.6% | -2.9% | +0.3% | -0.9% |
| 3M | -10.7% | +2.4% | -13.1% | -11.9% |
| 6M | +16.1% | -2.6% | +18.8% | +18.0% |
| YTD | +43.2% | -10.0% | +53.2% | +52.3% |
| 1Y | +96.8% | -7.7% | +104.5% | +106.0% |
| 3Y | +201.4% | +8.9% | +192.5% | +185.7% |
| 5Y | +332.7% | +6.0% | +326.7% | +314.2% |
| 10Y | +1,157.1% | +84.4% | +1,072.7% | +784.2% |
| All | +1,157.1% | +81.7% | +1,075.4% | +784.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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