+155.1%
NEM vs CAKE
+157.8%
-2.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -1.0% | -4.5% | +3.5% | -0.7% |
| 30D | +7.8% | -12.4% | +20.3% | +8.9% |
| 3M | +30.2% | +37.3% | -7.1% | +26.9% |
| 6M | +9.6% | +70.7% | -61.1% | +4.8% |
| YTD | +27.8% | +106.0% | -78.2% | +20.3% |
| 1Y | +60.7% | +79.7% | -18.9% | +52.6% |
| 3Y | +245.3% | +267.8% | -22.5% | +207.1% |
| All | +155.1% | +157.8% | -2.7% | +122.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling