-13.1%
CAVA vs IWD
+28.9%
-42.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.0% |
| 7D | -8.0% | -0.8% | -7.2% | -6.7% |
| 30D | -19.6% | -0.8% | -18.7% | -18.3% |
| 3M | -36.7% | +6.9% | -43.6% | -43.7% |
| 6M | -30.6% | +18.3% | -48.9% | -50.4% |
| YTD | -4.8% | +22.4% | -27.1% | -35.7% |
| 1Y | -13.1% | +27.4% | -40.5% | -47.1% |
| All | -13.1% | +28.9% | -42.1% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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