-13.1%
CAVA vs NVT
+71.6%
-84.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.2% | +2.6% |
| 7D | -8.0% | +4.1% | -12.1% | -8.6% |
| 30D | -19.6% | -5.1% | -14.4% | -18.9% |
| 3M | -36.7% | -1.2% | -35.5% | -36.8% |
| 6M | -30.6% | +46.6% | -77.2% | -39.8% |
| YTD | -4.8% | +60.0% | -64.8% | -18.8% |
| 1Y | -13.1% | +70.8% | -83.9% | -29.2% |
| All | -13.1% | +71.6% | -84.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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