+58.9%
MAS vs CAKE
+281.3%
-222.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.8% |
| 7D | +3.6% | -1.0% | +4.6% | +4.0% |
| 30D | +23.8% | +0.6% | +23.2% | +23.6% |
| 3M | +14.4% | -1.6% | +16.0% | +14.5% |
| 6M | +19.7% | +78.3% | -58.6% | -2.2% |
| YTD | +36.0% | +118.8% | -82.9% | +3.0% |
| 1Y | +40.4% | +140.3% | -100.0% | +2.8% |
| 3Y | +58.9% | +280.3% | -221.3% | -4.5% |
| All | +58.9% | +281.3% | -222.3% | -4.5% |
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