+67.5%
MET vs CAVA
+41.9%
+25.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | 0.0% |
| 7D | -0.5% | -8.0% | +7.5% | +0.3% |
| 30D | +0.5% | -19.6% | +20.1% | +2.7% |
| 3M | +11.6% | -36.7% | +48.3% | +16.7% |
| 6M | +40.8% | -30.6% | +71.4% | +45.2% |
| YTD | +25.7% | -4.8% | +30.4% | +24.1% |
| 1Y | +24.4% | -13.1% | +37.5% | +23.6% |
| 3Y | +67.5% | +48.8% | +18.7% | +66.2% |
| All | +67.5% | +41.9% | +25.5% | +66.2% |
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