+19.4%
CDNS vs HDB
-27.8%
+47.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.4% |
| 7D | -9.2% | -2.0% | -7.2% | -8.9% |
| 30D | -16.3% | -4.9% | -11.4% | -15.6% |
| 3M | -27.9% | -2.3% | -25.6% | -28.0% |
| 6M | -4.3% | -23.7% | +19.4% | -0.3% |
| YTD | -9.1% | -38.5% | +29.4% | -1.8% |
| 1Y | -21.2% | -36.5% | +15.2% | -15.5% |
| 3Y | +19.4% | -28.5% | +47.8% | +26.2% |
| All | +19.4% | -27.8% | +47.1% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling