+1,026.7%
CDNS vs MUB
+16.7%
+1,010.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +1.2% |
| 7D | -6.5% | -1.2% | -5.3% | -4.9% |
| 30D | -13.0% | -2.8% | -10.2% | -9.5% |
| 3M | -26.0% | -3.1% | -23.0% | -22.7% |
| 6M | -2.8% | -2.9% | 0.0% | +1.4% |
| YTD | -8.8% | -2.0% | -6.8% | -6.0% |
| 1Y | -15.8% | 0.0% | -15.8% | -15.5% |
| 3Y | +19.7% | +7.4% | +12.3% | +7.9% |
| 5Y | +70.8% | +0.8% | +70.0% | +68.3% |
| All | +1,026.7% | +16.7% | +1,010.0% | +840.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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