+1,044.2%
CDNS vs ALNY
+260.0%
+784.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -1.1% | -6.5% | +5.4% | -0.3% |
| 30D | -10.4% | +11.0% | -21.5% | -11.8% |
| 3M | -24.6% | -14.1% | -10.5% | -23.9% |
| 6M | -1.6% | -22.4% | +20.8% | +0.4% |
| YTD | -7.4% | -37.5% | +30.0% | -2.8% |
| 1Y | -18.4% | -46.9% | +28.5% | -12.5% |
| 3Y | +19.0% | +22.1% | -3.1% | +11.4% |
| 5Y | +73.4% | +31.2% | +42.2% | +55.8% |
| All | +1,044.2% | +260.0% | +784.2% | +817.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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