+77.4%
CDNS vs ACWI
+67.7%
+9.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -3.9% |
| 7D | -14.0% | +0.5% | -14.5% | -14.6% |
| 30D | -13.2% | +0.9% | -14.0% | -14.2% |
| 3M | -28.9% | +2.4% | -31.3% | -31.1% |
| 6M | -4.2% | +12.4% | -16.5% | -19.0% |
| YTD | -6.4% | +15.2% | -21.5% | -23.4% |
| 1Y | -16.2% | +22.7% | -38.9% | -37.5% |
| 3Y | +20.2% | +75.8% | -55.6% | -45.2% |
| All | +77.4% | +67.7% | +9.8% | -7.5% |
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