+390.7%
CDNA vs SPY
+12.1%
+378.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.0% |
| 7D | -0.9% | +2.6% | -3.5% | -3.8% |
| 30D | +20.4% | -2.0% | +22.4% | +23.4% |
| 3M | +64.4% | -2.8% | +67.2% | +70.3% |
| 6M | +277.9% | +2.1% | +275.7% | +266.6% |
| YTD | +313.4% | +11.5% | +301.9% | +249.5% |
| 1Y | +390.7% | +13.5% | +377.3% | +305.7% |
| All | +390.7% | +12.1% | +378.7% | +305.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling