+908.1%
CDNS vs FND
+57.9%
+850.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.5% |
| 7D | +1.0% | -6.8% | +7.8% | +3.0% |
| 30D | -2.0% | +8.0% | -9.9% | -4.5% |
| 3M | -0.2% | -18.9% | +18.7% | +5.1% |
| 6M | -8.9% | +4.7% | -13.6% | -11.9% |
| YTD | +3.3% | -21.6% | +24.9% | +7.4% |
| 1Y | +2.2% | -22.0% | +24.2% | +6.2% |
| 3Y | +22.4% | -40.4% | +62.8% | +31.2% |
| 5Y | +78.0% | -63.8% | +141.8% | +110.7% |
| All | +908.1% | +57.9% | +850.3% | +712.5% |
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