+146.1%
CAKE vs UTHR
+40.6%
+105.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.5% | +4.6% |
| 7D | +9.1% | +3.8% | +5.4% | +9.0% |
| 30D | +5.8% | +13.4% | -7.6% | +5.4% |
| 3M | +9.3% | +17.3% | -8.0% | +8.9% |
| 6M | +96.1% | +4.7% | +91.4% | +98.1% |
| YTD | +131.4% | +24.9% | +106.6% | +125.1% |
| 1Y | +146.1% | +39.1% | +106.9% | +137.2% |
| All | +146.1% | +40.6% | +105.5% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 1y: compounded portfolio wealth divided by compounded UTHR 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…
1y analysis · Full analysis span regression · 6 months rolling