+146.1%
CAKE vs TMF
-23.9%
+170.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.5% | +2.2% | +4.4% |
| 7D | +9.1% | +4.0% | +5.2% | +8.8% |
| 30D | +5.8% | +19.5% | -13.6% | +4.6% |
| 3M | +9.3% | -3.5% | +12.9% | +9.3% |
| 6M | +96.1% | -10.6% | +106.7% | +97.0% |
| YTD | +131.4% | -17.1% | +148.5% | +135.7% |
| 1Y | +146.1% | -24.3% | +170.3% | +151.6% |
| All | +146.1% | -23.9% | +170.0% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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