+1,235.1%
CDNS vs HDB
+61.4%
+1,173.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.1% | -1.7% |
| 7D | +2.4% | +12.7% | -10.3% | -1.5% |
| 30D | -6.0% | +16.6% | -22.6% | -10.8% |
| 3M | -0.1% | +10.8% | -10.9% | -3.8% |
| 6M | -8.6% | +3.8% | -12.4% | -10.6% |
| YTD | +6.1% | -28.9% | +35.0% | +17.5% |
| 1Y | +0.8% | -28.0% | +28.8% | +11.0% |
| 3Y | +26.8% | -7.2% | +34.0% | +24.7% |
| 5Y | +86.9% | -22.2% | +109.1% | +92.6% |
| 10Y | +1,235.1% | +63.6% | +1,171.5% | +975.7% |
| All | +1,235.1% | +61.4% | +1,173.7% | +975.7% |
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