+390.3%
HWM vs CAVA
+43.5%
+346.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.0% | +6.5% | +1.4% |
| 7D | -8.0% | -8.5% | +0.5% | -6.7% |
| 30D | -18.0% | -8.2% | -9.8% | -17.2% |
| 3M | -9.5% | -25.9% | +16.4% | -5.9% |
| 6M | -8.4% | -30.9% | +22.5% | -4.1% |
| YTD | +13.6% | -3.7% | +17.3% | +10.1% |
| 1Y | +30.2% | -13.4% | +43.7% | +28.4% |
| All | +390.3% | +43.5% | +346.7% | +359.6% |
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