+198.3%
WELL vs CAKE
+261.6%
-63.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.1% |
| 7D | -0.2% | -4.5% | +4.3% | 0.0% |
| 30D | +2.3% | -12.4% | +14.8% | +2.9% |
| 3M | +12.3% | +37.3% | -25.1% | +10.2% |
| 6M | +15.6% | +70.7% | -55.1% | +11.8% |
| YTD | +28.3% | +106.0% | -77.7% | +22.3% |
| 1Y | +41.9% | +79.7% | -37.7% | +36.7% |
| 3Y | +198.3% | +267.8% | -69.4% | +156.9% |
| All | +198.3% | +261.6% | -63.3% | +156.9% |
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