+1,235.1%
CDNS vs ACWI
+220.7%
+1,014.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | +2.4% | -0.2% | +2.6% | +2.8% |
| 30D | -6.0% | -3.3% | -2.7% | -1.5% |
| 3M | -0.1% | -3.4% | +3.3% | +5.0% |
| 6M | -8.6% | +0.8% | -9.4% | -8.9% |
| YTD | +6.1% | +10.7% | -4.6% | -6.5% |
| 1Y | +0.8% | +11.6% | -10.8% | -12.1% |
| 3Y | +26.8% | +73.4% | -46.6% | -36.0% |
| 5Y | +86.9% | +60.2% | +26.7% | +6.5% |
| 10Y | +1,235.1% | +221.6% | +1,013.5% | +259.8% |
| All | +1,235.1% | +220.7% | +1,014.4% | +259.8% |
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