+78.5%
CDNS vs HAS
+50.4%
+28.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.3% | +2.9% |
| 7D | -2.4% | -0.2% | -2.3% | -2.4% |
| 30D | -10.2% | +31.0% | -41.2% | -17.0% |
| 3M | -5.5% | +30.7% | -36.1% | -12.7% |
| 6M | -9.9% | +23.9% | -33.8% | -15.9% |
| YTD | +2.3% | +48.3% | -46.0% | -10.2% |
| 1Y | -1.4% | +60.2% | -61.6% | -15.6% |
| 3Y | +28.1% | +189.2% | -161.1% | -11.6% |
| All | +78.5% | +50.4% | +28.1% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 5y: compounded portfolio wealth divided by compounded HAS 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…
5y analysis · Full analysis span regression · 6 months rolling