+1,044.2%
CDNS vs IBN
+324.2%
+720.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.0% |
| 7D | -1.1% | -3.0% | +1.9% | -0.3% |
| 30D | -10.4% | -1.5% | -8.9% | -10.0% |
| 3M | -24.6% | +7.9% | -32.5% | -26.3% |
| 6M | -1.6% | +8.6% | -10.3% | -4.2% |
| YTD | -7.4% | -0.6% | -6.9% | -7.6% |
| 1Y | -18.4% | -7.3% | -11.1% | -17.1% |
| 3Y | +19.0% | +26.2% | -7.2% | +9.3% |
| 5Y | +73.4% | +57.8% | +15.6% | +48.7% |
| All | +1,044.2% | +324.2% | +720.0% | +693.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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