+203.9%
CAT vs ONON
-6.6%
+210.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.5% |
| 7D | +5.6% | -1.7% | +7.2% | +5.9% |
| 30D | -2.3% | -27.4% | +25.0% | +2.7% |
| 3M | -10.0% | -26.5% | +16.5% | -6.0% |
| 6M | +21.2% | -34.2% | +55.5% | +28.7% |
| YTD | +44.4% | -41.3% | +85.8% | +56.6% |
| 1Y | +96.3% | -39.7% | +136.0% | +111.1% |
| 3Y | +203.9% | -7.8% | +211.8% | +190.6% |
| All | +203.9% | -6.6% | +210.6% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 3y: compounded portfolio wealth divided by compounded ONON 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…
3y analysis · Full analysis span regression · 6 months rolling