+5.9%
CAT vs OPEN
-83.9%
+89.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.6% |
| 7D | +1.7% | -31.1% | +32.8% | +4.2% |
| 30D | -24.6% | -34.7% | +10.1% | -22.4% |
| 3M | -28.5% | -61.9% | +33.4% | -22.6% |
| 6M | -34.8% | -71.9% | +37.0% | -27.9% |
| YTD | +5.9% | -76.6% | +82.5% | +19.1% |
| All | +5.9% | -83.9% | +89.8% | +24.6% |
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