+2,423.9%
MUU vs CAVA
-58.7%
+2,482.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.4% | -4.9% | -6.5% |
| 7D | +3.6% | -12.4% | +16.0% | +12.3% |
| 30D | +22.3% | -11.2% | +33.5% | +31.1% |
| 3M | -8.2% | -33.8% | +25.6% | +17.6% |
| 6M | +256.3% | -32.5% | +288.9% | +334.4% |
| YTD | +534.4% | -8.0% | +542.4% | +469.4% |
| 1Y | +2,163.5% | -17.1% | +2,180.6% | +2,095.7% |
| All | +2,423.9% | -58.7% | +2,482.6% | +3,612.3% |
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