+213.9%
CAT vs OPEN
-94.8%
+308.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.6% |
| 7D | +7.4% | -15.0% | +22.4% | +8.5% |
| 30D | -19.7% | -40.2% | +20.5% | -17.5% |
| 3M | -29.6% | -67.4% | +37.8% | -24.9% |
| 6M | -33.2% | -74.0% | +40.8% | -28.0% |
| YTD | +5.7% | -79.6% | +85.2% | +15.0% |
| 1Y | +9.3% | -86.1% | +95.4% | +21.5% |
| 3Y | +158.3% | -41.4% | +199.7% | +135.1% |
| All | +213.9% | -94.8% | +308.8% | +213.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling