+616.7%
ADI vs CDNS
+1,042.5%
-425.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.1% |
| 7D | +1.3% | -6.5% | +7.9% | +5.0% |
| 30D | -6.0% | -13.0% | +7.0% | +1.0% |
| 3M | -7.7% | -26.0% | +18.3% | +7.8% |
| 6M | +14.0% | -2.8% | +16.8% | +11.9% |
| YTD | +34.4% | -8.8% | +43.2% | +35.3% |
| 1Y | +48.0% | -15.8% | +63.8% | +55.1% |
| 3Y | +113.3% | +19.7% | +93.6% | +70.2% |
| 5Y | +131.1% | +70.8% | +60.3% | +42.0% |
| All | +616.7% | +1,042.5% | -425.8% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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