+219.7%
IAU vs CAKE
+155.4%
+64.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -2.0% | -4.5% | +2.5% | -2.0% |
| 30D | -1.5% | -12.4% | +10.9% | -1.5% |
| 3M | +3.3% | +37.3% | -34.1% | +3.1% |
| 6M | -16.2% | +70.7% | -87.0% | -16.5% |
| YTD | +0.7% | +106.0% | -105.3% | +0.2% |
| 1Y | +19.2% | +79.7% | -60.4% | +18.8% |
| 3Y | +124.4% | +267.8% | -143.4% | +123.0% |
| 5Y | +140.0% | +159.9% | -19.9% | +138.1% |
| All | +219.7% | +155.4% | +64.3% | +208.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling