+6.0%
DT vs CAVA
+37.2%
-31.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.1% | +2.2% |
| 7D | -2.5% | -12.4% | +9.9% | -0.7% |
| 30D | +3.5% | -11.2% | +14.7% | +4.9% |
| 3M | +26.7% | -33.8% | +60.5% | +33.5% |
| 6M | +36.1% | -32.5% | +68.7% | +42.3% |
| YTD | +18.6% | -8.0% | +26.6% | +17.2% |
| 1Y | +7.9% | -17.1% | +25.0% | +7.8% |
| All | +6.0% | +37.2% | -31.1% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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