-0.5%
UNH vs CAKE
+157.8%
-158.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.4% |
| 7D | -4.5% | -4.5% | 0.0% | -4.3% |
| 30D | -6.5% | -12.4% | +5.9% | -5.9% |
| 3M | -6.0% | +37.3% | -43.3% | -7.5% |
| 6M | +33.7% | +70.7% | -37.1% | +30.0% |
| YTD | +16.4% | +106.0% | -89.6% | +12.0% |
| 1Y | +10.1% | +79.7% | -69.6% | +6.4% |
| 3Y | -16.3% | +267.8% | -284.1% | -21.1% |
| All | -0.5% | +157.8% | -158.3% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling