+1,980.5%
NOW vs CAT
+836.4%
+1,144.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.4% | +0.4% | -3.9% |
| 7D | -6.7% | -14.5% | +7.8% | -1.9% |
| 30D | -25.8% | -35.7% | +9.9% | -14.4% |
| 3M | -12.7% | -36.3% | +23.6% | +0.5% |
| 6M | +11.2% | -38.5% | +49.8% | +26.2% |
| YTD | -33.2% | -2.5% | -30.6% | -38.4% |
| 1Y | -41.8% | -1.9% | -39.9% | -46.6% |
| 3Y | -15.7% | +139.2% | -154.8% | -47.4% |
| 5Y | -26.0% | +192.1% | -218.2% | -58.5% |
| 10Y | +515.1% | +732.3% | -217.2% | +97.7% |
| All | +1,980.5% | +836.4% | +1,144.1% | +549.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling