+147.4%
TT vs CAVA
+34.5%
+112.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.0% | +5.6% | +0.3% |
| 7D | +1.4% | -8.5% | +10.0% | +2.5% |
| 30D | -6.7% | -8.2% | +1.6% | -6.0% |
| 3M | -5.4% | -25.9% | +20.5% | -2.6% |
| 6M | +4.4% | -30.9% | +35.3% | +8.2% |
| YTD | +14.9% | -3.7% | +18.6% | +13.0% |
| 1Y | +9.3% | -13.4% | +22.7% | +8.5% |
| 3Y | +121.7% | +44.2% | +77.5% | +108.2% |
| All | +147.4% | +34.5% | +112.9% | +134.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling