+19.4%
CDNS vs DOV
+42.3%
-22.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.4% |
| 7D | -9.2% | +2.5% | -11.8% | -10.4% |
| 30D | -16.3% | -7.5% | -8.7% | -13.0% |
| 3M | -27.9% | -9.7% | -18.3% | -24.7% |
| 6M | -4.3% | -6.1% | +1.8% | -2.9% |
| YTD | -9.1% | +0.5% | -9.6% | -11.7% |
| 1Y | -21.2% | +10.5% | -31.7% | -28.1% |
| 3Y | +19.4% | +41.7% | -22.3% | +0.2% |
| All | +19.4% | +42.3% | -22.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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