+1,727.4%
NTRA vs CAKE
+139.6%
+1,587.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.5% |
| 7D | +0.2% | -4.5% | +4.8% | +1.4% |
| 30D | +4.1% | -12.4% | +16.5% | +7.4% |
| 3M | +50.0% | +37.3% | +12.7% | +37.4% |
| 6M | +67.3% | +70.7% | -3.4% | +44.3% |
| YTD | +43.6% | +106.0% | -62.4% | +17.6% |
| 1Y | +89.2% | +79.7% | +9.6% | +59.9% |
| 3Y | +502.5% | +267.8% | +234.8% | +316.5% |
| 5Y | +173.8% | +159.9% | +13.9% | +100.3% |
| 10Y | +3,189.3% | +154.3% | +3,035.0% | +2,025.3% |
| All | +1,727.4% | +139.6% | +1,587.8% | +1,086.9% |
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 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