+55.2%
EWT vs CAKE
+147.7%
-92.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -1.4% |
| 7D | -10.9% | +9.1% | -20.0% | -11.2% |
| 30D | -17.7% | +5.8% | -23.6% | -17.9% |
| 3M | -5.0% | +9.3% | -14.3% | -5.6% |
| 6M | +7.4% | +96.1% | -88.7% | -2.5% |
| YTD | +52.8% | +131.4% | -78.6% | +36.4% |
| 1Y | +55.2% | +146.1% | -90.9% | +37.6% |
| All | +55.2% | +147.7% | -92.5% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling