+43.4%
NVTS vs CAVA
+41.9%
+1.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.5% | +0.8% | +3.0% |
| 7D | -1.4% | -8.0% | +6.6% | +1.6% |
| 30D | -16.5% | -19.6% | +3.1% | -9.8% |
| 3M | -47.6% | -36.7% | -11.0% | -39.0% |
| 6M | +7.3% | -30.6% | +37.9% | +19.8% |
| YTD | +62.9% | -4.8% | +67.7% | +63.6% |
| 1Y | +91.3% | -13.1% | +104.4% | +96.2% |
| 3Y | +43.4% | +48.8% | -5.4% | +12.9% |
| All | +43.4% | +41.9% | +1.5% | +12.9% |
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