+513.6%
EWT vs CAKE
+155.4%
+358.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.6% |
| 7D | -1.1% | -4.5% | +3.4% | -0.5% |
| 30D | +4.5% | -12.4% | +16.9% | +6.3% |
| 3M | +8.3% | +37.3% | -29.1% | +2.8% |
| 6M | +54.2% | +70.7% | -16.5% | +41.5% |
| YTD | +74.6% | +106.0% | -31.4% | +55.5% |
| 1Y | +84.9% | +79.7% | +5.2% | +67.7% |
| 3Y | +197.5% | +267.8% | -70.2% | +141.0% |
| 5Y | +150.6% | +159.9% | -9.3% | +107.7% |
| All | +513.6% | +155.4% | +358.2% | +369.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling