+433.9%
BTSG vs CAKE
+221.4%
+212.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.1% |
| 7D | -3.3% | -4.5% | +1.2% | -2.1% |
| 30D | -1.6% | -12.4% | +10.8% | +1.8% |
| 3M | -6.9% | +37.3% | -44.2% | -15.9% |
| 6M | +42.1% | +70.7% | -28.6% | +19.2% |
| YTD | +56.8% | +106.0% | -49.2% | +23.4% |
| 1Y | +109.8% | +79.7% | +30.2% | +72.0% |
| All | +433.9% | +221.4% | +212.5% | +304.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling