-0.6%
CDNS vs AMIX
-99.9%
+99.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -4.0% |
| 7D | -14.0% | -13.7% | -0.3% | -14.0% |
| 30D | -13.2% | -62.1% | +48.9% | -12.9% |
| 3M | -28.9% | -46.2% | +17.3% | -29.2% |
| 6M | -4.2% | -46.4% | +42.3% | -4.6% |
| YTD | -6.4% | -60.3% | +53.9% | -6.9% |
| 1Y | -16.2% | -79.7% | +63.5% | -16.7% |
| All | -0.6% | -99.9% | +99.3% | +2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling