+32.9%
URI vs CAKE
+147.7%
-114.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.7% | -9.1% | -4.9% |
| 7D | -4.3% | +9.1% | -13.5% | -5.4% |
| 30D | +4.6% | +5.8% | -1.2% | +3.7% |
| 3M | -2.1% | +9.3% | -11.4% | -3.5% |
| 6M | +21.9% | +96.1% | -74.2% | +5.2% |
| YTD | +39.7% | +131.4% | -91.7% | +10.6% |
| 1Y | +32.9% | +146.1% | -113.2% | +2.2% |
| All | +32.9% | +147.7% | -114.8% | +2.2% |
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 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