+2,396.1%
MUU vs CAVA
-57.3%
+2,453.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -3.3% |
| 7D | -8.2% | -8.0% | -0.2% | -3.5% |
| 30D | +10.2% | -19.6% | +29.7% | +25.9% |
| 3M | -26.5% | -36.7% | +10.2% | -3.6% |
| 6M | +227.2% | -30.6% | +257.8% | +291.6% |
| YTD | +527.4% | -4.8% | +532.2% | +450.5% |
| 1Y | +1,843.7% | -13.1% | +1,856.8% | +1,722.7% |
| All | +2,396.1% | -57.3% | +2,453.4% | +3,489.4% |
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 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