+1,005.1%
CDNS vs AMT
+94.9%
+910.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.9% | -2.9% |
| 7D | -9.2% | -0.2% | -9.1% | -9.2% |
| 30D | -16.3% | +1.8% | -18.1% | -16.8% |
| 3M | -27.9% | -6.2% | -21.8% | -26.6% |
| 6M | -4.3% | -5.0% | +0.7% | -3.5% |
| YTD | -9.1% | +2.1% | -11.2% | -11.3% |
| 1Y | -21.2% | -5.7% | -15.5% | -21.0% |
| 3Y | +19.4% | +7.9% | +11.5% | +5.2% |
| 5Y | +71.6% | -32.3% | +103.9% | +91.4% |
| 10Y | +1,005.1% | +95.0% | +910.0% | +694.5% |
| All | +1,005.1% | +94.9% | +910.1% | +694.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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