+147.9%
NTAP vs CAVA
+37.2%
+110.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.1% |
| 7D | -1.0% | -12.4% | +11.5% | +1.1% |
| 30D | -7.5% | -11.2% | +3.7% | -6.1% |
| 3M | +14.6% | -33.8% | +48.4% | +21.4% |
| 6M | +91.0% | -32.5% | +123.5% | +100.1% |
| YTD | +73.7% | -8.0% | +81.7% | +69.4% |
| 1Y | +51.2% | -17.1% | +68.4% | +49.7% |
| All | +147.9% | +37.2% | +110.7% | +139.6% |
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