+24.9%
HWM vs CAKE
+78.0%
-53.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.7% |
| 7D | -11.4% | -4.5% | -6.9% | -11.2% |
| 30D | -18.5% | -12.4% | -6.0% | -17.9% |
| 3M | -13.2% | +37.3% | -50.5% | -15.9% |
| 6M | -8.7% | +70.7% | -79.4% | -15.0% |
| YTD | +12.2% | +106.0% | -93.8% | +1.6% |
| 1Y | +24.9% | +79.7% | -54.7% | +10.7% |
| All | +24.9% | +78.0% | -53.1% | +10.7% |
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 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