+432.2%
NEM vs CAKE
+3,831.8%
-3,399.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.5% |
| 7D | -1.0% | -4.5% | +3.5% | -0.9% |
| 30D | +7.8% | -12.4% | +20.3% | +8.3% |
| 3M | +30.2% | +37.3% | -7.1% | +28.8% |
| 6M | +9.6% | +70.7% | -61.1% | +7.6% |
| YTD | +27.8% | +106.0% | -78.2% | +24.7% |
| 1Y | +60.7% | +79.7% | -18.9% | +57.3% |
| 3Y | +245.3% | +267.8% | -22.5% | +229.7% |
| 5Y | +155.3% | +159.9% | -4.6% | +144.8% |
| 10Y | +313.2% | +154.3% | +158.8% | +287.4% |
| All | +432.2% | +3,831.8% | -3,399.6% | +359.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling