-15.8%
CDNS vs AVTR
+17.0%
-32.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.5% | -2.0% | -4.5% | -6.2% |
| 30D | -13.0% | +8.1% | -21.1% | -14.2% |
| 3M | -26.0% | +54.2% | -80.2% | -32.3% |
| 6M | -2.8% | +82.6% | -85.4% | -14.3% |
| YTD | -8.8% | +29.8% | -38.7% | -16.3% |
| 1Y | -15.8% | +18.0% | -33.8% | -25.3% |
| All | -15.8% | +17.0% | -32.8% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling