+158.5%
MP vs CAKE
+273.8%
-115.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.6% |
| 7D | +3.0% | -1.1% | +4.1% | +3.4% |
| 30D | +8.3% | +0.4% | +7.9% | +8.0% |
| 3M | -3.8% | +59.9% | -63.8% | -18.8% |
| 6M | -4.9% | +75.1% | -80.0% | -22.8% |
| YTD | +9.6% | +115.0% | -105.4% | -18.6% |
| 1Y | -11.7% | +81.6% | -93.3% | -30.0% |
| 3Y | +158.5% | +279.1% | -120.6% | +16.0% |
| All | +158.5% | +273.8% | -115.3% | +16.0% |
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