+19.0%
CDNS vs BNY
+287.0%
-268.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | -1.1% | -1.3% | +0.2% | -0.4% |
| 30D | -10.4% | -0.2% | -10.3% | -10.4% |
| 3M | -24.6% | +14.9% | -39.5% | -30.8% |
| 6M | -1.6% | +40.0% | -41.6% | -19.7% |
| YTD | -7.4% | +42.0% | -49.4% | -25.4% |
| 1Y | -18.4% | +56.9% | -75.3% | -38.3% |
| 3Y | +19.0% | +289.9% | -270.9% | -40.2% |
| All | +19.0% | +287.0% | -268.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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