+427.7%
CAT vs OPEN
-86.9%
+514.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.7% | +6.5% | +7.2% |
| 7D | -2.4% | -21.7% | +19.3% | -1.3% |
| 30D | -25.0% | -36.5% | +11.5% | -23.4% |
| 3M | -28.7% | -59.5% | +30.8% | -25.5% |
| 6M | -33.0% | -71.9% | +38.9% | -28.8% |
| YTD | +5.4% | -75.8% | +81.2% | +12.5% |
| 1Y | +7.3% | -78.5% | +85.8% | +14.8% |
| 3Y | +166.0% | -30.2% | +196.2% | +145.0% |
| 5Y | +210.1% | -93.3% | +303.4% | +192.2% |
| All | +427.7% | -86.9% | +514.6% | +404.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling