-24.7%
WULF vs CAKE
+157.8%
-182.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +2.7% |
| 7D | +1.4% | -4.5% | +5.9% | +4.6% |
| 30D | -2.6% | -12.4% | +9.8% | +5.6% |
| 3M | -34.0% | +37.3% | -71.3% | -49.4% |
| 6M | +10.0% | +70.7% | -60.7% | -28.6% |
| YTD | +45.7% | +106.0% | -60.3% | -18.8% |
| 1Y | +57.3% | +79.7% | -22.3% | -4.3% |
| 3Y | +878.9% | +267.8% | +611.2% | +257.3% |
| All | -24.7% | +157.8% | -182.5% | -71.5% |
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