-16.2%
CDNS vs INDA
-5.0%
-11.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -14.0% | +0.7% | -14.7% | -14.3% |
| 30D | -13.2% | -0.8% | -12.4% | -12.8% |
| 3M | -28.9% | +3.9% | -32.8% | -30.1% |
| 6M | -4.2% | -0.7% | -3.5% | -6.2% |
| YTD | -6.4% | -7.7% | +1.3% | -7.5% |
| 1Y | -16.2% | -5.1% | -11.1% | -18.1% |
| All | -16.2% | -5.0% | -11.2% | -18.1% |
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