+61.7%
IWM vs CAKE
+256.2%
-194.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.3% |
| 7D | -2.5% | -5.6% | +3.1% | -0.9% |
| 30D | -4.4% | -10.5% | +6.1% | -1.6% |
| 3M | +2.2% | +43.6% | -41.4% | -9.6% |
| 6M | +14.0% | +63.0% | -49.0% | -3.9% |
| YTD | +17.4% | +102.9% | -85.5% | -8.8% |
| 1Y | +22.9% | +75.6% | -52.7% | +0.2% |
| All | +61.7% | +256.2% | -194.5% | -3.5% |
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