+1,005.1%
CDNS vs IWD
+195.2%
+809.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.1% |
| 7D | -9.2% | -0.2% | -9.1% | -9.1% |
| 30D | -16.3% | -0.8% | -15.5% | -15.6% |
| 3M | -27.9% | +8.0% | -36.0% | -33.6% |
| 6M | -4.3% | +18.2% | -22.5% | -19.5% |
| YTD | -9.1% | +22.3% | -31.4% | -26.1% |
| 1Y | -21.2% | +28.9% | -50.1% | -39.2% |
| 3Y | +19.4% | +71.5% | -52.2% | -30.6% |
| 5Y | +71.6% | +73.6% | -2.0% | +0.2% |
| 10Y | +1,005.1% | +194.7% | +810.4% | +295.3% |
| All | +1,005.1% | +195.2% | +809.9% | +295.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IWD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling