+213.1%
URI vs CAKE
+174.7%
+38.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.9% |
| 7D | +2.6% | -4.7% | +7.3% | +4.4% |
| 30D | +9.1% | +0.9% | +8.2% | +8.5% |
| 3M | +1.0% | -2.7% | +3.7% | +1.3% |
| 6M | +23.3% | +81.2% | -57.8% | -3.6% |
| YTD | +43.3% | +120.6% | -77.3% | +2.6% |
| 1Y | +35.9% | +142.7% | -106.8% | -6.6% |
| 3Y | +158.6% | +283.3% | -124.6% | +41.3% |
| 5Y | +213.1% | +178.1% | +35.0% | +83.7% |
| All | +213.1% | +174.7% | +38.4% | +83.7% |
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