-42.4%
HIMS vs CAKE
+76.8%
-119.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -3.9% | -4.0% | +0.1% | -3.8% |
| 30D | -12.4% | +2.4% | -14.9% | -12.8% |
| 3M | -1.1% | +69.0% | -70.0% | -11.0% |
| 6M | +68.4% | +69.3% | -0.8% | +48.5% |
| YTD | -14.7% | +115.8% | -130.4% | -28.1% |
| 1Y | -42.4% | +79.3% | -121.7% | -47.1% |
| All | -42.4% | +76.8% | -119.2% | -47.1% |
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