+96.2%
SMH vs CAVA
-7.9%
+104.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.8% |
| 7D | +2.5% | -9.2% | +11.7% | +3.7% |
| 30D | -0.5% | -8.2% | +7.7% | +0.3% |
| 3M | -9.6% | -15.3% | +5.7% | -8.2% |
| 6M | +42.1% | -23.6% | +65.7% | +46.2% |
| YTD | +57.4% | +3.5% | +53.9% | +54.0% |
| 1Y | +96.2% | -7.9% | +104.1% | +101.7% |
| All | +96.2% | -7.9% | +104.2% | +101.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling