+98.1%
NU vs CAVA
+41.9%
+56.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.5% | -6.1% | -3.4% |
| 7D | -4.9% | -8.0% | +3.2% | -3.3% |
| 30D | +7.8% | -19.6% | +27.4% | +12.5% |
| 3M | +20.9% | -36.7% | +57.6% | +31.5% |
| 6M | +0.9% | -30.6% | +31.5% | +7.3% |
| YTD | -12.7% | -4.8% | -7.9% | -14.1% |
| 1Y | -6.4% | -13.1% | +6.7% | -6.8% |
| 3Y | +98.1% | +48.8% | +49.3% | +90.7% |
| All | +98.1% | +41.9% | +56.2% | +90.7% |
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