+127.5%
URI vs CAKE
+277.5%
-150.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +2.5% | -1.1% | +3.6% | +2.8% |
| 30D | -12.5% | +0.4% | -13.0% | -12.9% |
| 3M | -6.2% | +59.9% | -66.1% | -20.7% |
| 6M | +25.9% | +75.1% | -49.2% | +2.3% |
| YTD | +26.2% | +115.0% | -88.8% | -5.6% |
| 1Y | +5.5% | +81.6% | -76.1% | -16.2% |
| All | +127.5% | +277.5% | -150.0% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling