+21.0%
NVTS vs CAVA
+34.5%
-13.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.7% | -1.4% |
| 7D | +3.5% | -8.5% | +12.0% | +6.5% |
| 30D | -11.9% | -8.2% | -3.7% | -9.8% |
| 3M | -49.2% | -25.9% | -23.3% | -44.9% |
| 6M | +38.4% | -30.9% | +69.4% | +53.3% |
| YTD | +62.5% | -3.7% | +66.2% | +63.1% |
| 1Y | +101.4% | -13.4% | +114.8% | +106.6% |
| 3Y | +40.4% | +44.2% | -3.8% | +22.2% |
| All | +21.0% | +34.5% | -13.6% | +8.9% |
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 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