+803.2%
CDNS vs FND
+56.5%
+746.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +1.3% |
| 7D | -1.1% | -5.8% | +4.6% | +0.5% |
| 30D | -10.4% | -20.2% | +9.8% | -4.7% |
| 3M | -24.6% | -12.0% | -12.6% | -22.5% |
| 6M | -1.6% | -18.5% | +16.9% | +2.3% |
| YTD | -7.4% | -22.3% | +14.8% | -2.9% |
| 1Y | -18.4% | -47.6% | +29.2% | -4.4% |
| 3Y | +19.0% | -49.8% | +68.7% | +34.9% |
| 5Y | +73.4% | -63.0% | +136.4% | +105.1% |
| All | +803.2% | +56.5% | +746.7% | +634.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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