+206.5%
WELL vs CAKE
+152.3%
+54.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.2% |
| 7D | -2.2% | -5.6% | +3.4% | -1.7% |
| 30D | +4.7% | -10.5% | +15.2% | +5.8% |
| 3M | +11.9% | +43.6% | -31.7% | +7.1% |
| 6M | +14.3% | +63.0% | -48.8% | +7.6% |
| YTD | +28.4% | +102.9% | -74.5% | +17.3% |
| 1Y | +42.3% | +75.6% | -33.3% | +32.3% |
| 3Y | +202.6% | +257.7% | -55.1% | +148.1% |
| 5Y | +206.5% | +156.0% | +50.5% | +159.1% |
| All | +206.5% | +152.3% | +54.2% | +159.1% |
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