+1,010.1%
MDB vs CAKE
+202.1%
+807.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.1% | -3.4% |
| 7D | -18.0% | -1.1% | -17.0% | -17.8% |
| 30D | -10.7% | +0.4% | -11.2% | -11.1% |
| 3M | +1.0% | +59.9% | -58.9% | -9.8% |
| 6M | +31.6% | +75.1% | -43.4% | +14.5% |
| YTD | -15.2% | +115.0% | -130.2% | -30.3% |
| 1Y | +10.1% | +81.6% | -71.5% | -6.1% |
| 3Y | -5.6% | +279.1% | -284.8% | -33.5% |
| 5Y | -24.5% | +170.6% | -195.2% | -44.6% |
| All | +1,010.1% | +202.1% | +807.9% | +702.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling