+265.5%
WPM vs CAKE
+261.6%
+3.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.9% |
| 7D | -0.6% | -4.5% | +4.0% | -0.1% |
| 30D | +14.4% | -12.4% | +26.9% | +16.0% |
| 3M | +37.0% | +37.3% | -0.4% | +31.8% |
| 6M | +4.1% | +70.7% | -66.6% | -2.8% |
| YTD | +31.7% | +106.0% | -74.3% | +20.1% |
| 1Y | +44.2% | +79.7% | -35.5% | +33.3% |
| 3Y | +265.5% | +267.8% | -2.3% | +180.2% |
| All | +265.5% | +261.6% | +3.9% | +180.2% |
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