+25,808.1%
CAT vs TGT
+6,379.3%
+19,428.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.6% |
| 7D | +1.7% | +0.8% | +0.9% | +1.4% |
| 30D | -6.6% | +12.2% | -18.7% | -10.4% |
| 3M | -13.3% | +33.8% | -47.1% | -22.2% |
| 6M | +11.6% | +39.3% | -27.7% | -1.5% |
| YTD | +42.9% | +72.9% | -29.9% | +16.8% |
| 1Y | +95.4% | +84.6% | +10.9% | +55.4% |
| 3Y | +196.6% | +46.2% | +150.4% | +144.5% |
| 5Y | +321.7% | -21.3% | +343.0% | +313.8% |
| 10Y | +1,140.8% | +213.5% | +927.3% | +591.6% |
| All | +25,808.1% | +6,379.3% | +19,428.8% | +4,401.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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