+248.8%
NBIS vs CAKE
+76.8%
+172.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.4% | +7.1% | +7.5% |
| 7D | +8.2% | -4.0% | +12.2% | +7.8% |
| 30D | +3.4% | +2.4% | +0.9% | +4.5% |
| 3M | -12.8% | +69.0% | -81.8% | -6.1% |
| 6M | +131.5% | +69.3% | +62.3% | +146.6% |
| YTD | +170.5% | +115.8% | +54.7% | +179.6% |
| 1Y | +248.8% | +79.3% | +169.4% | +213.3% |
| All | +248.8% | +76.8% | +172.0% | +213.3% |
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