+151.5%
CAKE vs IOVA
+9.7%
+141.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.7% | -4.1% | +1.0% |
| 7D | -4.5% | -2.2% | -2.4% | -4.3% |
| 30D | -12.4% | +27.6% | -40.0% | -14.7% |
| 3M | +37.3% | +117.2% | -79.8% | +25.5% |
| 6M | +70.7% | +77.7% | -7.0% | +57.7% |
| YTD | +106.0% | +215.0% | -109.0% | +77.6% |
| 1Y | +79.7% | +255.4% | -175.7% | +51.3% |
| 3Y | +267.8% | +42.6% | +225.2% | +207.3% |
| 5Y | +159.9% | -62.2% | +222.1% | +134.8% |
| All | +151.5% | +9.7% | +141.8% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling