+153.7%
CAT vs OPEN
-35.1%
+188.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.1% | +4.7% | -2.0% |
| 7D | -6.3% | -24.7% | +18.4% | -5.0% |
| 30D | -26.8% | -41.0% | +14.2% | -24.9% |
| 3M | -30.0% | -62.4% | +32.3% | -26.4% |
| 6M | -34.6% | -73.9% | +39.3% | -30.0% |
| YTD | +2.9% | -77.5% | +80.4% | +10.6% |
| 1Y | +3.3% | -83.6% | +86.8% | +12.6% |
| 3Y | +153.7% | -37.0% | +190.7% | +128.6% |
| All | +153.7% | -35.1% | +188.8% | +128.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling