+48.8%
CAVA vs NTR
+36.8%
+12.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.8% | +3.5% |
| 7D | -8.0% | -1.3% | -6.7% | -7.8% |
| 30D | -19.6% | +16.8% | -36.3% | -21.7% |
| 3M | -36.7% | +20.7% | -57.4% | -38.8% |
| 6M | -30.6% | +0.5% | -31.1% | -30.8% |
| YTD | -4.8% | +29.2% | -34.0% | -11.1% |
| 1Y | -13.1% | +39.6% | -52.7% | -20.6% |
| 3Y | +48.8% | +37.9% | +10.9% | +34.3% |
| All | +48.8% | +36.8% | +12.0% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling