+1,450.5%
CAKE vs UTHR
+7,408.4%
-5,957.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.1% | -3.6% |
| 7D | -4.6% | +3.0% | -7.6% | -5.0% |
| 30D | -6.6% | -4.3% | -2.3% | -6.1% |
| 3M | +52.9% | -8.4% | +61.3% | +54.6% |
| 6M | +65.7% | -4.2% | +70.0% | +66.2% |
| YTD | +107.8% | +4.0% | +103.8% | +105.5% |
| 1Y | +78.5% | +25.5% | +53.0% | +71.4% |
| 3Y | +266.4% | +125.1% | +141.3% | +217.7% |
| 5Y | +159.6% | +140.3% | +19.3% | +120.3% |
| 10Y | +156.6% | +322.5% | -165.9% | +95.5% |
| All | +1,450.5% | +7,408.4% | -5,957.9% | +725.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling