+198.1%
IWD vs CAKE
+155.4%
+42.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -0.8% | -4.5% | +3.7% | +0.2% |
| 30D | -0.8% | -12.4% | +11.6% | +1.8% |
| 3M | +6.9% | +37.3% | -30.4% | -0.7% |
| 6M | +18.3% | +70.7% | -52.4% | +4.4% |
| YTD | +22.4% | +106.0% | -83.6% | +3.4% |
| 1Y | +27.4% | +79.7% | -52.2% | +10.6% |
| 3Y | +71.2% | +267.8% | -196.6% | +24.2% |
| 5Y | +75.7% | +159.9% | -84.2% | +32.8% |
| All | +198.1% | +155.4% | +42.7% | +89.1% |
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