+83.7%
CDNS vs ACWI
+60.2%
+23.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.1% |
| 7D | +7.0% | +2.7% | +4.3% | +3.0% |
| 30D | -0.3% | -2.6% | +2.3% | +3.9% |
| 3M | +3.2% | -3.2% | +6.3% | +8.5% |
| 6M | -6.9% | +1.9% | -8.8% | -8.9% |
| YTD | +6.6% | +11.3% | -4.7% | -8.2% |
| 1Y | +5.6% | +11.7% | -6.0% | -9.5% |
| 3Y | +27.4% | +74.4% | -47.0% | -41.1% |
| 5Y | +83.7% | +59.5% | +24.2% | +6.9% |
| All | +83.7% | +60.2% | +23.5% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling