+42.9%
PRU vs CAKE
+264.8%
-221.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.7% |
| 7D | -1.9% | -4.6% | +2.7% | -0.7% |
| 30D | -2.6% | -6.6% | +4.0% | -1.2% |
| 3M | +14.7% | +52.9% | -38.2% | +1.5% |
| 6M | +25.7% | +65.7% | -40.1% | +8.3% |
| YTD | +8.3% | +107.8% | -99.5% | -13.4% |
| 1Y | +17.3% | +78.5% | -61.2% | -1.9% |
| All | +42.9% | +264.8% | -221.9% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling