+525.4%
WPM vs CAKE
+155.4%
+370.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +2.0% |
| 7D | -0.6% | -4.5% | +4.0% | -0.4% |
| 30D | +14.4% | -12.4% | +26.9% | +14.9% |
| 3M | +37.0% | +37.3% | -0.4% | +35.6% |
| 6M | +4.1% | +70.7% | -66.6% | +2.3% |
| YTD | +31.7% | +106.0% | -74.3% | +28.7% |
| 1Y | +44.2% | +79.7% | -35.5% | +41.3% |
| 3Y | +265.5% | +267.8% | -2.3% | +251.1% |
| 5Y | +262.5% | +159.9% | +102.6% | +247.2% |
| All | +525.4% | +155.4% | +370.0% | +472.3% |
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