+17.3%
MUB vs CAKE
+155.4%
-138.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.4% |
| 7D | -0.8% | -4.5% | +3.7% | -0.8% |
| 30D | -2.4% | -12.4% | +10.1% | -2.3% |
| 3M | -2.8% | +37.3% | -40.2% | -3.2% |
| 6M | -2.2% | +70.7% | -72.9% | -2.8% |
| YTD | -1.6% | +106.0% | -107.6% | -2.4% |
| 1Y | 0.0% | +79.7% | -79.6% | -0.7% |
| 3Y | +7.9% | +267.8% | -259.9% | +6.1% |
| 5Y | +1.2% | +159.9% | -158.7% | -0.3% |
| All | +17.3% | +155.4% | -138.1% | +13.8% |
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