+34.4%
NVDA vs CAT
+97.5%
-63.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | +5.9% | +1.7% | +4.2% | +5.3% |
| 30D | +5.1% | -6.6% | +11.6% | +7.4% |
| 3M | +5.4% | -13.3% | +18.6% | +9.7% |
| 6M | +26.0% | +11.6% | +14.4% | +19.0% |
| YTD | +23.7% | +42.9% | -19.3% | +7.3% |
| 1Y | +34.4% | +95.4% | -61.1% | +4.6% |
| All | +34.4% | +97.5% | -63.1% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling