+33.0%
CAVA vs URI
+188.6%
-155.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.1% |
| 7D | -1.6% | +6.7% | -8.3% | -4.4% |
| 30D | +12.9% | +8.9% | +4.0% | +8.2% |
| 3M | -19.3% | +0.5% | -19.9% | -20.0% |
| 6M | -19.5% | +20.7% | -40.1% | -27.5% |
| YTD | -0.8% | +40.0% | -40.8% | -20.8% |
| 1Y | +20.8% | +34.4% | -13.6% | -1.1% |
| 3Y | +85.7% | +149.5% | -63.8% | -7.8% |
| All | +33.0% | +188.6% | -155.5% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling