+320.7%
MUU vs CAVA
-27.5%
+348.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.0% | +11.5% | +7.2% |
| 7D | +15.0% | -8.5% | +23.6% | +17.8% |
| 30D | +36.8% | -8.2% | +45.0% | +40.7% |
| 3M | -8.5% | -25.9% | +17.4% | -0.9% |
| 6M | +320.7% | -30.9% | +351.7% | +346.5% |
| All | +320.7% | -27.5% | +348.2% | +346.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling