+183.3%
CAT vs OPEN
-93.8%
+277.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.8% | +22.7% | +2.3% |
| 7D | -10.3% | -22.2% | +11.9% | -9.1% |
| 30D | -31.2% | -38.3% | +7.1% | -29.4% |
| 3M | -34.7% | -59.4% | +24.7% | -31.2% |
| 6M | -39.5% | -74.4% | +34.9% | -34.7% |
| YTD | -1.7% | -76.0% | +74.3% | +6.0% |
| 1Y | -1.1% | -78.7% | +77.5% | +6.9% |
| 3Y | +143.9% | -30.0% | +173.9% | +119.3% |
| All | +183.3% | -93.8% | +277.0% | +181.0% |
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 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