+28.3%
CDNS vs NVD
-99.1%
+127.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -1.1% | +10.8% | -12.0% | +1.1% |
| 30D | -10.4% | +0.8% | -11.2% | -9.6% |
| 3M | -24.6% | -20.8% | -3.8% | -26.9% |
| 6M | -1.6% | -41.2% | +39.5% | -8.3% |
| YTD | -7.4% | -44.2% | +36.8% | -13.5% |
| 1Y | -18.4% | -54.2% | +35.7% | -25.5% |
| 3Y | +19.0% | -99.1% | +118.1% | -42.1% |
| All | +28.3% | -99.1% | +127.4% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling