+73.2%
MSFU vs CAKE
+284.3%
-211.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | -1.8% | -4.5% | +2.7% | -0.9% |
| 30D | +0.5% | -12.4% | +12.9% | +3.1% |
| 3M | +51.9% | +37.3% | +14.5% | +41.7% |
| 6M | +35.0% | +70.7% | -35.8% | +19.7% |
| YTD | -9.0% | +106.0% | -115.0% | -23.3% |
| 1Y | -18.8% | +79.7% | -98.5% | -29.3% |
| 3Y | +25.5% | +267.8% | -242.3% | -13.9% |
| All | +73.2% | +284.3% | -211.1% | +12.7% |
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