+450,068.1%
NVDA vs CAT
+5,093.2%
+444,974.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.4% | -3.1% | -4.2% |
| 7D | -18.3% | -6.3% | -12.0% | -15.5% |
| 30D | -26.3% | -26.8% | +0.5% | -13.2% |
| 3M | -22.3% | -30.0% | +7.8% | -6.4% |
| 6M | -21.3% | -34.6% | +13.2% | -2.8% |
| YTD | -9.2% | +2.9% | -12.1% | -14.1% |
| 1Y | -14.9% | +3.3% | -18.2% | -19.8% |
| 3Y | +250.5% | +153.7% | +96.8% | +98.7% |
| 5Y | +475.8% | +207.3% | +268.5% | +189.3% |
| 10Y | +10,058.2% | +674.0% | +9,384.2% | +2,836.7% |
| All | +450,068.1% | +5,093.2% | +444,974.8% | +55,812.3% |
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 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