-16.2%
CDNS vs NI
+1.4%
-17.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -4.1% |
| 7D | -14.0% | +2.0% | -16.0% | -13.6% |
| 30D | -13.2% | -3.5% | -9.6% | -13.8% |
| 3M | -28.9% | -9.1% | -19.8% | -30.3% |
| 6M | -4.2% | -11.8% | +7.7% | -6.4% |
| YTD | -6.4% | +1.1% | -7.5% | -10.2% |
| 1Y | -16.2% | +6.7% | -22.9% | -20.2% |
| All | -16.2% | +1.4% | -17.6% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling