+5.5%
URI vs CAKE
+76.8%
-71.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -4.0% | +2.0% | -1.3% |
| 30D | -12.9% | +2.4% | -15.4% | -13.4% |
| 3M | -6.7% | +69.0% | -75.7% | -18.0% |
| 6M | +19.0% | +69.3% | -50.3% | +3.9% |
| YTD | +25.5% | +115.8% | -90.2% | -0.7% |
| 1Y | +5.5% | +79.3% | -73.8% | -12.1% |
| All | +5.5% | +76.8% | -71.2% | -12.1% |
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