+321.3%
HIMS vs CAKE
+261.6%
+59.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.3% | -0.4% |
| 7D | -0.7% | -4.5% | +3.8% | +1.2% |
| 30D | -8.2% | -12.4% | +4.2% | -3.3% |
| 3M | -4.7% | +37.3% | -42.1% | -21.1% |
| 6M | +6.3% | +70.7% | -64.4% | -22.8% |
| YTD | -15.3% | +106.0% | -121.3% | -45.6% |
| 1Y | -46.9% | +79.7% | -126.5% | -63.1% |
| 3Y | +321.3% | +267.8% | +53.5% | +110.7% |
| All | +321.3% | +261.6% | +59.7% | +110.7% |
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 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