-9.0%
HUM vs CAKE
+261.6%
-270.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.7% | +2.1% |
| 7D | +2.1% | -4.5% | +6.6% | +2.6% |
| 30D | +5.4% | -12.4% | +17.8% | +7.1% |
| 3M | +11.4% | +37.3% | -25.9% | +6.1% |
| 6M | +141.5% | +70.7% | +70.8% | +121.4% |
| YTD | +61.2% | +106.0% | -44.8% | +42.7% |
| 1Y | +49.2% | +79.7% | -30.5% | +34.3% |
| 3Y | -9.0% | +267.8% | -276.8% | -22.3% |
| All | -9.0% | +261.6% | -270.7% | -22.3% |
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