+1,036.6%
CDNS vs ARWR
+978.7%
+57.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.5% |
| 7D | -7.2% | -3.2% | -4.0% | -6.8% |
| 30D | -14.3% | -6.5% | -7.8% | -13.6% |
| 3M | -27.2% | +12.7% | -39.9% | -28.7% |
| 6M | -4.5% | +36.2% | -40.7% | -8.9% |
| YTD | -9.0% | +24.5% | -33.4% | -12.5% |
| 1Y | -21.3% | +198.0% | -219.3% | -33.0% |
| 3Y | +19.6% | +176.4% | -156.8% | -2.9% |
| 5Y | +71.5% | +26.6% | +45.0% | +47.8% |
| 10Y | +1,036.6% | +1,054.1% | -17.5% | +687.1% |
| All | +1,036.6% | +978.7% | +57.9% | +687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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