+152.1%
BTSG vs CAKE
+76.8%
+75.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | +2.7% | -4.0% | +6.7% | +3.3% |
| 30D | -3.6% | +2.4% | -6.1% | -4.0% |
| 3M | +5.8% | +69.0% | -63.2% | -5.3% |
| 6M | +44.7% | +69.3% | -24.5% | +29.2% |
| YTD | +62.2% | +115.8% | -53.6% | +36.3% |
| 1Y | +152.1% | +79.3% | +72.8% | +112.8% |
| All | +152.1% | +76.8% | +75.3% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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