+256.3%
MUU vs CAKE
+63.9%
+192.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.4% | -7.0% | -9.1% |
| 7D | +3.6% | -5.6% | +9.2% | +4.0% |
| 30D | +22.3% | -10.5% | +32.9% | +23.0% |
| 3M | -8.2% | +43.6% | -51.8% | -30.4% |
| 6M | +256.3% | +63.0% | +193.3% | +131.6% |
| All | +256.3% | +63.9% | +192.4% | +131.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling