+113.0%
NVTS vs CAKE
+76.8%
+36.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.9% | +6.2% |
| 7D | +2.7% | -4.0% | +6.7% | +3.6% |
| 30D | -4.5% | +2.4% | -6.9% | -5.0% |
| 3M | -61.5% | +69.0% | -130.5% | -67.4% |
| 6M | +28.0% | +69.3% | -41.3% | +6.3% |
| YTD | +65.3% | +115.8% | -50.5% | +23.6% |
| 1Y | +113.0% | +79.3% | +33.7% | +98.0% |
| All | +113.0% | +76.8% | +36.2% | +98.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling