+1,044.2%
CDNS vs NVMI
+3,158.6%
-2,114.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.9% |
| 7D | -1.1% | -0.1% | -1.1% | -1.1% |
| 30D | -10.4% | -8.4% | -2.0% | -7.5% |
| 3M | -24.6% | -33.6% | +9.0% | -12.8% |
| 6M | -1.6% | -14.7% | +13.0% | 0.0% |
| YTD | -7.4% | +13.2% | -20.6% | -18.1% |
| 1Y | -18.4% | +29.0% | -47.4% | -32.8% |
| 3Y | +19.0% | +215.0% | -196.0% | -40.1% |
| 5Y | +73.4% | +268.6% | -195.2% | -21.3% |
| All | +1,044.2% | +3,158.6% | -2,114.4% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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