+1,186.3%
URI vs CAKE
+155.4%
+1,030.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.6% |
| 7D | -2.1% | -4.5% | +2.5% | -0.4% |
| 30D | -12.4% | -12.4% | 0.0% | -8.2% |
| 3M | -7.3% | +37.3% | -44.6% | -18.9% |
| 6M | +27.2% | +70.7% | -43.5% | +1.5% |
| YTD | +23.0% | +106.0% | -83.0% | -9.1% |
| 1Y | +3.9% | +79.7% | -75.7% | -19.3% |
| 3Y | +121.6% | +267.8% | -146.1% | +26.1% |
| 5Y | +201.1% | +159.9% | +41.2% | +87.0% |
| All | +1,186.3% | +155.4% | +1,030.8% | +554.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling