+139.3%
IAU vs CAKE
+157.8%
-18.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -2.0% | -4.5% | +2.5% | -1.9% |
| 30D | -1.5% | -12.4% | +10.9% | -1.2% |
| 3M | +3.3% | +37.3% | -34.1% | +2.5% |
| 6M | -16.2% | +70.7% | -87.0% | -17.4% |
| YTD | +0.7% | +106.0% | -105.3% | -1.1% |
| 1Y | +19.2% | +79.7% | -60.4% | +17.4% |
| 3Y | +124.4% | +267.8% | -143.4% | +117.1% |
| All | +139.3% | +157.8% | -18.5% | +128.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling