+1,166.2%
CDNS vs ACWI
+224.5%
+941.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.7% |
| 7D | +1.0% | +2.4% | -1.5% | -2.2% |
| 30D | -2.0% | -1.7% | -0.3% | +0.5% |
| 3M | -0.2% | -3.9% | +3.7% | +5.6% |
| 6M | -8.9% | +0.8% | -9.7% | -9.3% |
| YTD | +3.3% | +11.0% | -7.7% | -9.3% |
| 1Y | +2.2% | +13.1% | -10.9% | -12.4% |
| 3Y | +22.4% | +73.9% | -51.5% | -38.5% |
| 5Y | +78.0% | +59.0% | +19.0% | +2.3% |
| All | +1,166.2% | +224.5% | +941.7% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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