+1,487.4%
CAT vs TEAM
+802.8%
+684.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +1.9% |
| 7D | +1.7% | -0.4% | +2.1% | +1.7% |
| 30D | -6.6% | +67.3% | -73.9% | -10.2% |
| 3M | -13.3% | +86.8% | -100.1% | -17.6% |
| 6M | +11.6% | +146.8% | -135.2% | +2.2% |
| YTD | +42.9% | +16.9% | +26.0% | +40.8% |
| 1Y | +95.4% | +12.8% | +82.6% | +92.7% |
| 3Y | +196.6% | -7.3% | +203.9% | +193.4% |
| 5Y | +321.7% | -50.7% | +372.4% | +326.9% |
| 10Y | +1,140.8% | +529.8% | +611.0% | +762.8% |
| All | +1,487.4% | +802.8% | +684.7% | +977.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 all: compounded portfolio wealth divided by compounded TEAM 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…
all analysis · Full analysis span regression · 6 months rolling