+212.4%
URI vs CAKE
+163.4%
+49.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +2.5% |
| 7D | +5.0% | -4.6% | +9.6% | +6.7% |
| 30D | -9.4% | -6.6% | -2.8% | -7.5% |
| 3M | -5.8% | +52.9% | -58.7% | -20.8% |
| 6M | +25.8% | +65.7% | -39.9% | +1.9% |
| YTD | +27.9% | +107.8% | -79.9% | -5.6% |
| 1Y | +9.7% | +78.5% | -68.8% | -14.4% |
| 3Y | +128.0% | +266.4% | -138.4% | +28.3% |
| 5Y | +212.4% | +159.6% | +52.8% | +88.8% |
| All | +212.4% | +163.4% | +49.0% | +88.8% |
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