+1,199.9%
CDNS vs IAU
+209.9%
+990.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | -0.1% | -2.0% | +1.9% | +0.4% |
| 30D | -5.5% | -4.4% | -1.1% | -4.4% |
| 3M | +0.5% | -8.9% | +9.4% | +2.9% |
| 6M | -9.6% | -15.9% | +6.3% | -5.8% |
| YTD | +5.3% | -7.8% | +13.1% | +6.7% |
| 1Y | +3.4% | -3.8% | +7.1% | +3.4% |
| 3Y | +25.9% | +104.3% | -78.5% | -0.4% |
| 5Y | +85.8% | +111.2% | -25.4% | +43.2% |
| 10Y | +1,199.9% | +216.4% | +983.4% | +863.0% |
| All | +1,199.9% | +209.9% | +990.0% | +863.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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