+147.9%
NTAP vs CAKE
+256.2%
-108.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | 0.0% |
| 7D | -1.0% | -5.6% | +4.7% | +0.5% |
| 30D | -7.5% | -10.5% | +3.0% | -5.1% |
| 3M | +14.6% | +43.6% | -29.0% | +3.5% |
| 6M | +91.0% | +63.0% | +28.0% | +65.8% |
| YTD | +73.7% | +102.9% | -29.2% | +41.3% |
| 1Y | +51.2% | +75.6% | -24.4% | +27.7% |
| All | +147.9% | +256.2% | -108.3% | +73.5% |
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