-1.1%
CDNS vs INDA
-7.3%
+6.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.7% | -0.9% | +0.6% |
| 7D | -3.8% | +6.9% | -10.7% | -6.5% |
| 30D | -6.8% | +7.4% | -14.2% | -9.8% |
| 3M | -3.3% | -1.0% | -2.3% | -2.1% |
| 6M | -5.7% | +2.9% | -8.6% | -6.7% |
| YTD | +5.4% | -7.4% | +12.9% | +4.8% |
| 1Y | -1.1% | -7.4% | +6.3% | -2.0% |
| All | -1.1% | -7.3% | +6.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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