-5.2%
MDB vs CAKE
+256.2%
-261.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.8% |
| 7D | -2.8% | -5.6% | +2.9% | -1.8% |
| 30D | -14.9% | -10.5% | -4.3% | -13.4% |
| 3M | +7.3% | +43.6% | -36.3% | -1.2% |
| 6M | +38.2% | +63.0% | -24.9% | +23.0% |
| YTD | -10.9% | +102.9% | -113.8% | -26.6% |
| 1Y | +11.6% | +75.6% | -64.0% | -3.6% |
| All | -5.2% | +256.2% | -261.4% | -40.3% |
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