+2,148.1%
CDNS vs IAU
+875.8%
+1,272.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.9% |
| 7D | -14.0% | -0.5% | -13.5% | -13.9% |
| 30D | -13.2% | +4.4% | -17.6% | -13.6% |
| 3M | -28.9% | -1.1% | -27.8% | -28.8% |
| 6M | -4.2% | -13.7% | +9.6% | -2.6% |
| YTD | -6.4% | +2.7% | -9.1% | -6.8% |
| 1Y | -16.2% | +24.6% | -40.8% | -18.6% |
| 3Y | +20.2% | +126.8% | -106.7% | +8.7% |
| 5Y | +76.6% | +139.5% | -62.9% | +58.3% |
| 10Y | +1,029.7% | +226.3% | +803.4% | +893.4% |
| All | +2,148.1% | +875.8% | +1,272.3% | +1,737.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling