+203.9%
CAT vs SOFI
+110.9%
+93.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | +5.6% | +5.6% | -0.1% | +4.3% |
| 30D | -2.3% | -2.0% | -0.3% | -2.1% |
| 3M | -10.0% | +9.2% | -19.2% | -12.0% |
| 6M | +21.2% | -4.7% | +26.0% | +20.8% |
| YTD | +44.4% | -31.2% | +75.7% | +53.0% |
| 1Y | +96.3% | -30.6% | +126.9% | +105.0% |
| 3Y | +203.9% | +110.6% | +93.3% | +145.7% |
| All | +203.9% | +110.9% | +93.0% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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