+124.4%
IAU vs CAVA
+41.9%
+82.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -2.9% | +0.4% |
| 7D | -2.0% | -8.0% | +6.0% | -1.8% |
| 30D | -1.5% | -19.6% | +18.0% | -1.0% |
| 3M | +3.3% | -36.7% | +39.9% | +4.3% |
| 6M | -16.2% | -30.6% | +14.3% | -15.6% |
| YTD | +0.7% | -4.8% | +5.5% | +0.8% |
| 1Y | +19.2% | -13.1% | +32.4% | +19.4% |
| 3Y | +124.4% | +48.8% | +75.6% | +111.9% |
| All | +124.4% | +41.9% | +82.5% | +111.9% |
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