+101.8%
DASH vs CAKE
+266.8%
-165.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.4% | +1.1% |
| 7D | +0.4% | -5.2% | +5.6% | +2.4% |
| 30D | -6.0% | -0.2% | -5.8% | -5.7% |
| 3M | -15.8% | -0.2% | -15.5% | -15.8% |
| 6M | +7.0% | +77.5% | -70.5% | -12.4% |
| YTD | -20.7% | +114.1% | -134.8% | -40.0% |
| 1Y | -8.5% | +131.6% | -140.1% | -33.0% |
| 3Y | +101.8% | +271.4% | -169.6% | +16.4% |
| All | +101.8% | +266.8% | -165.0% | +16.4% |
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