+148.2%
TT vs CAKE
+163.4%
-15.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +2.9% | +0.2% |
| 7D | +1.4% | -4.6% | +6.0% | +2.3% |
| 30D | -6.7% | -6.6% | -0.1% | -5.6% |
| 3M | -5.4% | +52.9% | -58.3% | -14.0% |
| 6M | +4.4% | +65.7% | -61.4% | -7.0% |
| YTD | +14.9% | +107.8% | -92.9% | -2.8% |
| 1Y | +9.3% | +78.5% | -69.2% | -4.7% |
| 3Y | +121.7% | +266.4% | -144.6% | +58.7% |
| 5Y | +148.2% | +159.6% | -11.5% | +79.7% |
| All | +148.2% | +163.4% | -15.3% | +79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling