+19.9%
CAVA vs MSTU
-88.0%
+107.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.3% | -7.6% | +1.9% |
| 7D | +14.2% | -4.8% | +19.1% | +14.5% |
| 30D | +14.6% | -29.6% | +44.1% | +17.2% |
| 3M | -2.3% | +69.4% | -71.7% | -10.2% |
| 6M | -30.5% | -62.2% | +31.7% | -25.1% |
| YTD | +5.6% | -61.1% | +66.7% | +2.9% |
| 1Y | +19.9% | -87.2% | +107.0% | +23.4% |
| All | +19.9% | -88.0% | +107.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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