+95.4%
CAT vs OPEN
-38.6%
+134.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | +1.7% | -4.3% | +6.0% | +1.9% |
| 30D | -6.6% | -16.2% | +9.7% | -5.9% |
| 3M | -13.3% | -36.4% | +23.1% | -11.8% |
| 6M | +11.6% | -35.5% | +47.1% | +13.2% |
| YTD | +42.9% | -46.0% | +88.9% | +45.8% |
| 1Y | +95.4% | -47.1% | +142.6% | +99.0% |
| All | +95.4% | -38.6% | +134.0% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling