+197.5%
EWT vs CAVA
+41.9%
+155.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +1.3% |
| 7D | -1.1% | -8.0% | +6.9% | 0.0% |
| 30D | +4.5% | -19.6% | +24.0% | +7.5% |
| 3M | +8.3% | -36.7% | +44.9% | +14.7% |
| 6M | +54.2% | -30.6% | +84.8% | +60.9% |
| YTD | +74.6% | -4.8% | +79.4% | +72.7% |
| 1Y | +84.9% | -13.1% | +98.0% | +84.7% |
| 3Y | +197.5% | +48.8% | +148.8% | +183.2% |
| All | +197.5% | +41.9% | +155.6% | +183.2% |
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