+1,235.1%
CDNS vs IOVA
+12.2%
+1,222.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | +2.4% | -8.5% | +10.9% | +3.2% |
| 30D | -6.0% | -44.7% | +38.7% | -2.0% |
| 3M | -0.1% | +26.2% | -26.3% | -4.0% |
| 6M | -8.6% | +123.2% | -131.8% | -18.0% |
| YTD | +6.1% | +196.0% | -189.9% | -8.7% |
| 1Y | +0.8% | +240.9% | -240.1% | -14.8% |
| 3Y | +26.8% | +103.5% | -76.7% | +2.0% |
| 5Y | +86.9% | -65.5% | +152.3% | +69.1% |
| 10Y | +1,235.1% | +7.0% | +1,228.1% | +964.4% |
| All | +1,235.1% | +12.2% | +1,222.9% | +964.4% |
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