+45.7%
IGV vs CAVA
+34.5%
+11.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.0% | +5.2% | +0.2% |
| 7D | -1.5% | -8.5% | +7.0% | -0.2% |
| 30D | -3.0% | -8.2% | +5.2% | -2.0% |
| 3M | +9.6% | -25.9% | +35.5% | +14.0% |
| 6M | +16.1% | -30.9% | +47.0% | +21.7% |
| YTD | -3.6% | -3.7% | +0.1% | -5.7% |
| 1Y | -7.8% | -13.4% | +5.6% | -8.5% |
| 3Y | +40.0% | +44.2% | -4.2% | +32.1% |
| All | +45.7% | +34.5% | +11.2% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling