+1,266.5%
CDNS vs MUB
+76.3%
+1,190.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -14.0% | -0.9% | -13.2% | -13.4% |
| 30D | -13.2% | -1.4% | -11.7% | -12.2% |
| 3M | -28.9% | -2.2% | -26.7% | -27.7% |
| 6M | -4.2% | -1.9% | -2.3% | -2.7% |
| YTD | -6.4% | -0.8% | -5.6% | -5.7% |
| 1Y | -16.2% | +2.7% | -19.0% | -17.7% |
| 3Y | +20.2% | +8.6% | +11.6% | +13.2% |
| 5Y | +76.6% | +2.0% | +74.6% | +73.2% |
| 10Y | +1,029.7% | +17.9% | +1,011.8% | +939.6% |
| All | +1,266.5% | +76.3% | +1,190.2% | +860.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling