+1,036.6%
CDNS vs FIS
-41.9%
+1,078.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.6% |
| 7D | -7.2% | -9.1% | +1.9% | -3.4% |
| 30D | -14.3% | -10.4% | -3.8% | -10.4% |
| 3M | -27.2% | -3.7% | -23.5% | -26.8% |
| 6M | -4.5% | -24.8% | +20.3% | +6.6% |
| YTD | -9.0% | -41.6% | +32.6% | +13.5% |
| 1Y | -21.3% | -42.7% | +21.4% | -1.4% |
| 3Y | +19.6% | -26.2% | +45.8% | +28.9% |
| 5Y | +71.5% | -66.1% | +137.7% | +165.1% |
| 10Y | +1,036.6% | -40.9% | +1,077.4% | +1,204.0% |
| All | +1,036.6% | -41.9% | +1,078.5% | +1,204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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