+198.5%
WELL vs CAVA
+37.2%
+161.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.4% | +0.1% |
| 7D | -2.2% | -12.4% | +10.2% | -1.7% |
| 30D | +4.7% | -11.2% | +15.9% | +5.1% |
| 3M | +11.9% | -33.8% | +45.7% | +13.5% |
| 6M | +14.3% | -32.5% | +46.8% | +15.7% |
| YTD | +28.4% | -8.0% | +36.4% | +27.8% |
| 1Y | +42.3% | -17.1% | +59.4% | +42.3% |
| All | +198.5% | +37.2% | +161.3% | +179.4% |
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