+1,036.6%
CDNS vs IAU
+221.5%
+815.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -7.2% | +0.2% | -7.4% | -7.2% |
| 30D | -14.3% | +0.2% | -14.5% | -14.3% |
| 3M | -27.2% | +3.3% | -30.5% | -27.8% |
| 6M | -4.5% | -14.6% | +10.0% | -1.2% |
| YTD | -9.0% | +1.9% | -10.8% | -10.0% |
| 1Y | -21.3% | +20.9% | -42.2% | -26.0% |
| 3Y | +19.6% | +127.5% | -107.9% | -7.3% |
| 5Y | +71.5% | +141.9% | -70.4% | +28.8% |
| 10Y | +1,036.6% | +222.8% | +813.8% | +726.9% |
| All | +1,036.6% | +221.5% | +815.1% | +726.9% |
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