+19.9%
CAVA vs IWF
-1.6%
+21.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.5% |
| 7D | +14.2% | -4.2% | +18.4% | +17.5% |
| 30D | +14.6% | -8.1% | +22.7% | +21.7% |
| 3M | -2.3% | -5.1% | +2.8% | +0.9% |
| 6M | -30.5% | -1.4% | -29.1% | -32.1% |
| YTD | +5.6% | -0.1% | +5.7% | 0.0% |
| 1Y | +19.9% | -1.3% | +21.1% | +14.7% |
| All | +19.9% | -1.6% | +21.5% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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