+5.3%
DT vs CAKE
+261.6%
-256.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.9% |
| 7D | -1.6% | -4.5% | +2.9% | -0.9% |
| 30D | +3.0% | -12.4% | +15.5% | +5.2% |
| 3M | +26.5% | +37.3% | -10.8% | +18.2% |
| 6M | +35.9% | +70.7% | -34.8% | +21.1% |
| YTD | +17.8% | +106.0% | -88.1% | -0.4% |
| 1Y | +4.1% | +79.7% | -75.6% | -9.3% |
| 3Y | +5.3% | +267.8% | -262.5% | -21.9% |
| All | +5.3% | +261.6% | -256.3% | -21.9% |
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