+115.0%
UMC vs CAKE
+147.7%
-32.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -2.1% |
| 7D | -14.7% | +9.1% | -23.8% | -14.7% |
| 30D | -32.9% | +5.8% | -38.7% | -32.8% |
| 3M | -22.2% | +9.3% | -31.5% | -22.0% |
| 6M | +25.9% | +96.1% | -70.2% | +22.0% |
| YTD | +107.9% | +131.4% | -23.5% | +101.6% |
| 1Y | +115.0% | +146.1% | -31.0% | +107.0% |
| All | +115.0% | +147.7% | -32.6% | +107.0% |
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 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