+167.3%
MPWR vs CAKE
+170.5%
-3.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.0% | -0.6% |
| 7D | +27.9% | -3.8% | +31.7% | +30.4% |
| 30D | +9.7% | -5.2% | +14.9% | +12.2% |
| 3M | +1.7% | -9.2% | +10.9% | +5.6% |
| 6M | -9.2% | +76.6% | -85.9% | -33.9% |
| YTD | +60.5% | +113.6% | -53.1% | +5.2% |
| 1Y | +52.0% | +134.3% | -82.3% | -5.5% |
| 3Y | +193.1% | +271.2% | -78.0% | +38.1% |
| 5Y | +167.3% | +170.3% | -3.0% | +26.2% |
| All | +167.3% | +170.5% | -3.3% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling