+18.9%
IWM vs CAKE
+147.7%
-128.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +0.9% |
| 7D | +1.0% | +9.1% | -8.2% | -0.2% |
| 30D | +0.2% | +5.8% | -5.6% | -0.5% |
| 3M | -5.6% | +9.3% | -14.9% | -6.9% |
| 6M | +2.7% | +96.1% | -93.4% | -9.2% |
| YTD | +16.2% | +131.4% | -115.3% | -2.9% |
| 1Y | +18.9% | +146.1% | -127.1% | -3.1% |
| All | +18.9% | +147.7% | -128.7% | -3.1% |
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 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