+1,044.2%
CDNS vs BRKR
+155.3%
+888.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -1.1% | -8.7% | +7.5% | +1.9% |
| 30D | -10.4% | -9.9% | -0.6% | -7.4% |
| 3M | -24.6% | -3.1% | -21.5% | -25.8% |
| 6M | -1.6% | +45.5% | -47.1% | -18.4% |
| YTD | -7.4% | +13.7% | -21.1% | -16.3% |
| 1Y | -18.4% | +67.4% | -85.8% | -37.5% |
| 3Y | +19.0% | -13.2% | +32.2% | +10.3% |
| 5Y | +73.4% | -39.5% | +112.9% | +84.9% |
| All | +1,044.2% | +155.3% | +888.9% | +632.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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