+2,423.9%
MUU vs CAKE
+169.2%
+2,254.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.4% | -7.0% | -7.8% |
| 7D | +3.6% | -5.6% | +9.2% | +7.3% |
| 30D | +22.3% | -10.5% | +32.9% | +30.0% |
| 3M | -8.2% | +43.6% | -51.8% | -36.0% |
| 6M | +256.3% | +63.0% | +193.3% | +119.1% |
| YTD | +534.4% | +102.9% | +431.5% | +218.7% |
| 1Y | +2,163.5% | +75.6% | +2,087.9% | +1,181.3% |
| All | +2,423.9% | +169.2% | +2,254.7% | +1,068.5% |
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