+183.7%
TECH vs CAKE
+155.4%
+28.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.5% | -0.2% |
| 7D | -0.4% | -4.5% | +4.1% | +0.4% |
| 30D | 0.0% | -12.4% | +12.4% | +2.3% |
| 3M | +33.7% | +37.3% | -3.7% | +25.2% |
| 6M | +34.9% | +70.7% | -35.8% | +21.0% |
| YTD | +23.2% | +106.0% | -82.8% | +6.6% |
| 1Y | +36.3% | +79.7% | -43.3% | +20.7% |
| 3Y | +2.3% | +267.8% | -265.5% | -20.2% |
| 5Y | -42.9% | +159.9% | -202.8% | -54.2% |
| All | +183.7% | +155.4% | +28.3% | +115.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling