-7.9%
CAVA vs MSFU
-18.4%
+10.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -1.1% |
| 7D | -9.2% | -5.7% | -3.5% | -8.7% |
| 30D | -8.2% | +4.2% | -12.3% | -8.7% |
| 3M | -15.3% | +27.9% | -43.2% | -17.4% |
| 6M | -23.6% | +37.1% | -60.7% | -28.0% |
| YTD | +3.5% | -7.4% | +10.9% | -0.3% |
| 1Y | -7.9% | -19.6% | +11.7% | -2.2% |
| All | -7.9% | -18.4% | +10.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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