+240.3%
UMC vs CAKE
+78.0%
+162.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.8% | +2.3% |
| 7D | +9.0% | -4.5% | +13.5% | +9.1% |
| 30D | +17.2% | -12.4% | +29.7% | +17.4% |
| 3M | +11.4% | +37.3% | -25.9% | +9.4% |
| 6M | +137.5% | +70.7% | +66.8% | +125.8% |
| YTD | +193.1% | +106.0% | +87.1% | +174.7% |
| 1Y | +240.3% | +79.7% | +160.6% | +220.9% |
| All | +240.3% | +78.0% | +162.3% | +220.9% |
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