+1,036.6%
CDNS vs IOVA
+4.5%
+1,032.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | -7.2% | -2.2% | -5.0% | -7.0% |
| 30D | -14.3% | +31.7% | -46.0% | -16.6% |
| 3M | -27.2% | +117.3% | -144.5% | -33.2% |
| 6M | -4.5% | +55.8% | -60.3% | -10.4% |
| YTD | -9.0% | +208.8% | -217.7% | -20.7% |
| 1Y | -21.3% | +255.7% | -277.0% | -33.1% |
| 3Y | +19.6% | +41.7% | -22.1% | +1.1% |
| 5Y | +71.5% | -64.9% | +136.4% | +57.3% |
| 10Y | +1,036.6% | +6.3% | +1,030.3% | +836.9% |
| All | +1,036.6% | +4.5% | +1,032.1% | +836.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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