+1,044.2%
CDNS vs HUBS
+323.9%
+720.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | -1.1% | -9.0% | +7.9% | +2.1% |
| 30D | -10.4% | +7.2% | -17.7% | -13.4% |
| 3M | -24.6% | +20.9% | -45.5% | -32.1% |
| 6M | -1.6% | -13.0% | +11.4% | -2.9% |
| YTD | -7.4% | -43.8% | +36.4% | +5.9% |
| 1Y | -18.4% | -54.6% | +36.2% | -0.3% |
| 3Y | +19.0% | -58.5% | +77.4% | +44.9% |
| 5Y | +73.4% | -66.4% | +139.8% | +108.8% |
| All | +1,044.2% | +323.9% | +720.3% | +443.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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