+504.6%
NOW vs CAT
+725.4%
-220.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.2% | -6.4% | -1.3% |
| 7D | -3.1% | -2.4% | -0.7% | -2.5% |
| 30D | -27.0% | -25.0% | -2.0% | -20.5% |
| 3M | -17.7% | -28.7% | +11.0% | -9.6% |
| 6M | +12.7% | -33.0% | +45.7% | +23.1% |
| YTD | -32.9% | +5.4% | -38.3% | -39.9% |
| 1Y | -40.4% | +7.3% | -47.6% | -47.0% |
| 3Y | -17.1% | +166.0% | -183.1% | -49.8% |
| 5Y | -25.7% | +210.1% | -235.8% | -58.6% |
| 10Y | +504.6% | +712.5% | -207.9% | +122.8% |
| All | +504.6% | +725.4% | -220.8% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 10y: compounded portfolio wealth divided by compounded CAT 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…
10y analysis · Full analysis span regression · 6 months rolling