+23.3%
CAVA vs NVT
+236.4%
-213.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -3.5% |
| 7D | -12.4% | +2.0% | -14.5% | -13.2% |
| 30D | -11.2% | -7.2% | -4.0% | -8.5% |
| 3M | -33.8% | -0.9% | -32.9% | -35.0% |
| 6M | -32.5% | +42.6% | -75.1% | -47.0% |
| YTD | -8.0% | +52.9% | -60.9% | -30.8% |
| 1Y | -17.1% | +64.5% | -81.6% | -41.3% |
| 3Y | +37.8% | +178.0% | -140.2% | -31.8% |
| All | +23.3% | +236.4% | -213.1% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling