+49.2%
HUM vs CAKE
+78.0%
-28.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.7% | +2.1% |
| 7D | +2.1% | -4.5% | +6.6% | +2.4% |
| 30D | +5.4% | -12.4% | +17.8% | +6.5% |
| 3M | +11.4% | +37.3% | -25.9% | +7.0% |
| 6M | +141.5% | +70.7% | +70.8% | +121.3% |
| YTD | +61.2% | +106.0% | -44.8% | +37.2% |
| 1Y | +49.2% | +79.7% | -30.5% | +27.9% |
| All | +49.2% | +78.0% | -28.9% | +27.9% |
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 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