+3,194.7%
CAKE vs MDY
+2,589.7%
+605.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.4% | -1.4% |
| 7D | -5.6% | -2.5% | -3.1% | -3.1% |
| 30D | -10.5% | -5.0% | -5.5% | -5.7% |
| 3M | +43.6% | +0.5% | +43.2% | +42.5% |
| 6M | +63.0% | +8.0% | +55.0% | +50.1% |
| YTD | +102.9% | +12.2% | +90.7% | +79.8% |
| 1Y | +75.6% | +14.0% | +61.6% | +53.1% |
| 3Y | +257.7% | +48.2% | +209.6% | +141.8% |
| 5Y | +156.0% | +46.1% | +109.9% | +79.2% |
| 10Y | +150.5% | +173.8% | -23.2% | +4.0% |
| All | +3,194.7% | +2,589.7% | +605.0% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling