+73.0%
MUB vs CAKE
+459.8%
-386.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | -0.5% |
| 7D | -0.7% | -4.6% | +3.9% | -0.7% |
| 30D | -2.0% | -6.6% | +4.6% | -1.9% |
| 3M | -2.5% | +52.9% | -55.4% | -2.9% |
| 6M | -2.3% | +65.7% | -68.1% | -2.8% |
| YTD | -1.3% | +107.8% | -109.1% | -2.0% |
| 1Y | +1.1% | +78.5% | -77.4% | +0.6% |
| 3Y | +8.2% | +266.4% | -258.2% | +6.9% |
| 5Y | +1.5% | +159.6% | -158.2% | +0.3% |
| 10Y | +17.6% | +156.6% | -139.0% | +15.2% |
| All | +73.0% | +459.8% | -386.8% | +66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling