+45.4%
NU vs CAKE
+176.1%
-130.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +1.2% |
| 7D | -4.2% | -5.6% | +1.4% | -1.7% |
| 30D | +10.0% | -10.5% | +20.6% | +15.4% |
| 3M | +29.3% | +43.6% | -14.4% | +6.5% |
| 6M | +0.9% | +63.0% | -62.1% | -22.5% |
| YTD | -10.3% | +102.9% | -113.2% | -39.0% |
| 1Y | -3.2% | +75.6% | -78.8% | -29.6% |
| 3Y | +120.6% | +257.7% | -137.2% | -4.7% |
| All | +45.4% | +176.1% | -130.7% | -30.6% |
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