+19.3%
MRSH vs CAKE
+135.2%
-115.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.1% |
| 7D | +6.3% | -2.1% | +8.4% | +6.6% |
| 30D | +21.9% | +2.3% | +19.7% | +21.5% |
| 3M | +9.4% | +5.4% | +4.0% | +8.5% |
| 6M | +25.9% | +82.5% | -56.6% | +19.4% |
| YTD | +14.7% | +122.0% | -107.4% | +5.5% |
| 1Y | +19.3% | +133.9% | -114.6% | +8.1% |
| All | +19.3% | +135.2% | -115.9% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling