+8.7%
CDNS vs AMIX
-100.0%
+108.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -2.4% | -16.0% | +13.6% | -2.4% |
| 30D | -10.2% | -55.4% | +45.3% | -9.8% |
| 3M | -5.5% | -87.5% | +82.0% | -4.7% |
| 6M | -9.9% | -81.2% | +71.3% | -9.9% |
| YTD | +2.3% | -86.8% | +89.2% | +2.3% |
| 1Y | -1.4% | -91.6% | +90.2% | -1.5% |
| All | +8.7% | -100.0% | +108.6% | +12.3% |
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