+1,843.7%
MUU vs CAKE
+78.0%
+1,765.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.4% |
| 7D | -8.2% | -4.5% | -3.7% | -7.4% |
| 30D | +10.2% | -12.4% | +22.6% | +13.0% |
| 3M | -26.5% | +37.3% | -63.8% | -38.7% |
| 6M | +227.2% | +70.7% | +156.5% | +133.8% |
| YTD | +527.4% | +106.0% | +421.4% | +320.7% |
| 1Y | +1,843.7% | +79.7% | +1,764.0% | +1,170.8% |
| All | +1,843.7% | +78.0% | +1,765.6% | +1,170.8% |
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 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