+60.3%
MAS vs CAKE
+282.2%
-221.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.6% |
| 7D | +3.0% | +2.5% | +0.5% | +2.3% |
| 30D | +22.4% | -3.1% | +25.5% | +23.5% |
| 3M | +14.5% | -2.2% | +16.7% | +14.9% |
| 6M | +27.1% | +94.1% | -66.9% | +0.8% |
| YTD | +35.8% | +119.4% | -83.7% | +2.6% |
| 1Y | +39.4% | +141.4% | -102.0% | +1.8% |
| 3Y | +60.3% | +273.6% | -213.3% | -3.5% |
| All | +60.3% | +282.2% | -221.9% | -3.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling