+1,929.2%
CDNA vs SPY
+311.8%
+1,617.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -1.5% |
| 7D | -5.5% | -0.9% | -4.5% | -3.6% |
| 30D | +28.6% | -2.4% | +30.9% | +33.3% |
| 3M | +71.9% | -1.2% | +73.0% | +74.8% |
| 6M | +276.7% | +3.3% | +273.4% | +258.8% |
| YTD | +330.8% | +12.3% | +318.5% | +262.9% |
| 1Y | +383.7% | +12.4% | +371.3% | +306.8% |
| 3Y | +995.4% | +78.8% | +916.6% | +369.4% |
| 5Y | +72.1% | +75.2% | -3.0% | -20.6% |
| 10Y | +1,929.2% | +311.1% | +1,618.1% | +289.5% |
| All | +1,929.2% | +311.8% | +1,617.5% | +289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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