+146.9%
SMTC vs CAKE
+76.8%
+70.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.4% | +8.8% | +9.2% |
| 7D | +12.7% | -4.0% | +16.7% | +12.6% |
| 30D | +22.0% | +2.4% | +19.5% | +22.3% |
| 3M | -12.7% | +69.0% | -81.6% | -14.0% |
| 6M | +64.8% | +69.3% | -4.5% | +59.3% |
| YTD | +100.7% | +115.8% | -15.1% | +90.2% |
| 1Y | +146.9% | +79.3% | +67.5% | +113.4% |
| All | +146.9% | +76.8% | +70.1% | +113.4% |
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