+77.1%
CDNS vs PINS
-58.8%
+136.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +1.0% | +1.0% | 0.0% | +0.7% |
| 30D | -2.0% | -12.0% | +10.0% | +0.9% |
| 3M | -0.2% | -17.9% | +17.6% | +4.0% |
| 6M | -8.9% | -1.0% | -7.9% | -10.0% |
| YTD | +3.3% | -26.0% | +29.4% | +8.8% |
| 1Y | +2.2% | -28.5% | +30.7% | +8.5% |
| 3Y | +22.4% | -39.2% | +61.6% | +28.8% |
| All | +77.1% | -58.8% | +136.0% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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