-15.8%
CDNS vs IAU
+18.2%
-34.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | -6.5% | -3.4% | -3.2% | -6.0% |
| 30D | -13.0% | -1.1% | -11.9% | -12.7% |
| 3M | -26.0% | +5.8% | -31.8% | -26.4% |
| 6M | -2.8% | -16.9% | +14.1% | -1.4% |
| YTD | -8.8% | +0.1% | -9.0% | -5.1% |
| 1Y | -15.8% | +18.4% | -34.2% | -17.1% |
| All | -15.8% | +18.2% | -34.1% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling