+30.0%
MGY vs CAKE
+261.6%
-231.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +3.5% | -4.5% | +8.1% | +4.4% |
| 30D | +5.3% | -12.4% | +17.7% | +7.7% |
| 3M | +2.6% | +37.3% | -34.7% | -3.6% |
| 6M | -3.3% | +70.7% | -74.0% | -13.4% |
| YTD | +29.2% | +106.0% | -76.8% | +9.7% |
| 1Y | +18.0% | +79.7% | -61.6% | +3.6% |
| 3Y | +30.0% | +267.8% | -237.8% | -3.8% |
| All | +30.0% | +261.6% | -231.6% | -3.8% |
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 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