+215.9%
MAS vs CAKE
+148.9%
+67.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.6% | -1.1% |
| 7D | +2.0% | -5.2% | +7.2% | +3.3% |
| 30D | +19.4% | -0.2% | +19.6% | +19.5% |
| 3M | +9.4% | -0.2% | +9.7% | +9.1% |
| 6M | +15.3% | +77.5% | -62.1% | -1.0% |
| YTD | +31.3% | +114.1% | -82.8% | +7.3% |
| 1Y | +34.9% | +131.6% | -96.7% | +8.0% |
| 3Y | +58.6% | +271.4% | -212.8% | +12.0% |
| 5Y | +40.7% | +157.5% | -116.8% | +4.6% |
| All | +215.9% | +148.9% | +67.0% | +96.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling