+24.4%
IOT vs CAKE
+261.6%
-237.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -4.5% | -4.5% | 0.0% | -3.3% |
| 30D | -2.4% | -12.4% | +10.0% | +1.0% |
| 3M | +19.0% | +37.3% | -18.4% | +7.2% |
| 6M | +19.6% | +70.7% | -51.1% | +0.1% |
| YTD | +8.3% | +106.0% | -97.7% | -16.5% |
| 1Y | -0.8% | +79.7% | -80.5% | -19.7% |
| 3Y | +24.4% | +267.8% | -243.4% | -37.7% |
| All | +24.4% | +261.6% | -237.2% | -37.7% |
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 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