+152.2%
CAKE vs UTHR
+135.8%
+16.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.9% | +1.7% |
| 7D | -4.5% | +1.9% | -6.5% | -4.7% |
| 30D | -12.4% | -2.9% | -9.6% | -12.3% |
| 3M | +37.3% | -8.9% | +46.2% | +38.5% |
| 6M | +70.7% | -8.7% | +79.5% | +71.9% |
| YTD | +106.0% | +2.0% | +104.0% | +104.5% |
| 1Y | +79.7% | +22.8% | +56.9% | +74.6% |
| 3Y | +267.8% | +120.6% | +147.2% | +232.8% |
| All | +152.2% | +135.8% | +16.4% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling