+149.5%
MPWR vs CAKE
+256.2%
-106.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.5% |
| 7D | -2.3% | -5.6% | +3.3% | 0.0% |
| 30D | -15.4% | -10.5% | -4.9% | -11.8% |
| 3M | -19.4% | +43.6% | -63.0% | -32.5% |
| 6M | +12.7% | +63.0% | -50.3% | -12.3% |
| YTD | +31.3% | +102.9% | -71.6% | -8.6% |
| 1Y | +39.7% | +75.6% | -36.0% | +4.0% |
| All | +149.5% | +256.2% | -106.7% | +28.4% |
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