+32.4%
NVDA vs CAT
+96.1%
-63.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.1% | -2.4% |
| 7D | +3.8% | +5.6% | -1.7% | +1.9% |
| 30D | +0.8% | -2.3% | +3.1% | +1.6% |
| 3M | +8.2% | -10.0% | +18.2% | +11.3% |
| 6M | +27.1% | +21.2% | +5.9% | +16.3% |
| YTD | +21.2% | +44.4% | -23.3% | +4.4% |
| All | +32.4% | +96.1% | -63.7% | -0.3% |
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