+1,036.6%
CDNS vs HDB
+32.4%
+1,004.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | -7.2% | -4.9% | -2.3% | -5.6% |
| 30D | -14.3% | -5.8% | -8.4% | -12.6% |
| 3M | -27.2% | -5.2% | -22.0% | -26.4% |
| 6M | -4.5% | -25.7% | +21.2% | +4.5% |
| YTD | -9.0% | -39.6% | +30.6% | +6.7% |
| 1Y | -21.3% | -36.9% | +15.6% | -9.4% |
| 3Y | +19.6% | -29.7% | +49.3% | +29.9% |
| 5Y | +71.5% | -37.8% | +109.3% | +90.7% |
| 10Y | +1,036.6% | +33.7% | +1,002.9% | +892.8% |
| All | +1,036.6% | +32.4% | +1,004.1% | +892.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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