+443.0%
MP vs CAKE
+410.8%
+32.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | -0.7% |
| 7D | -0.7% | -4.6% | +3.8% | +0.9% |
| 30D | -0.7% | -6.6% | +5.9% | +1.5% |
| 3M | 0.0% | +52.9% | -52.9% | -15.4% |
| 6M | -10.0% | +65.7% | -75.7% | -26.6% |
| YTD | +7.5% | +107.8% | -100.3% | -20.0% |
| 1Y | -14.0% | +78.5% | -92.5% | -32.6% |
| 3Y | +153.5% | +266.4% | -112.9% | +44.7% |
| 5Y | +62.7% | +159.6% | -96.9% | 0.0% |
| All | +443.0% | +410.8% | +32.2% | +186.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling