+27.6%
CAVA vs INDA
+14.4%
+13.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.6% |
| 7D | -8.0% | -2.7% | -5.3% | -5.7% |
| 30D | -19.6% | -2.8% | -16.8% | -17.5% |
| 3M | -36.7% | +1.6% | -38.3% | -37.6% |
| 6M | -30.6% | -1.4% | -29.2% | -29.8% |
| YTD | -4.8% | -10.1% | +5.4% | +4.5% |
| 1Y | -13.1% | -8.8% | -4.4% | -6.4% |
| 3Y | +48.8% | +7.6% | +41.2% | +22.9% |
| All | +27.6% | +14.4% | +13.2% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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