+43.4%
NVTS vs CAKE
+261.6%
-218.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +3.6% |
| 7D | -1.4% | -4.5% | +3.1% | +0.9% |
| 30D | -16.5% | -12.4% | -4.1% | -11.1% |
| 3M | -47.6% | +37.3% | -85.0% | -56.6% |
| 6M | +7.3% | +70.7% | -63.4% | -22.4% |
| YTD | +62.9% | +106.0% | -43.1% | +4.6% |
| 1Y | +91.3% | +79.7% | +11.6% | +32.7% |
| 3Y | +43.4% | +267.8% | -224.4% | -34.8% |
| All | +43.4% | +261.6% | -218.2% | -34.8% |
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