+11.9%
CDNS vs AMIX
-100.0%
+111.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.0% | +19.3% | -0.6% |
| 7D | -0.1% | -8.1% | +8.0% | -0.1% |
| 30D | -5.5% | -52.3% | +46.8% | -5.2% |
| 3M | +0.5% | -83.8% | +84.3% | +1.3% |
| 6M | -9.6% | -79.0% | +69.4% | -9.6% |
| YTD | +5.3% | -87.2% | +92.5% | +5.2% |
| 1Y | +3.4% | -91.7% | +95.1% | +3.3% |
| All | +11.9% | -100.0% | +111.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling