+1,199.9%
CDNS vs RMD
+349.2%
+850.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.5% |
| 7D | -0.1% | -0.8% | +0.7% | +0.2% |
| 30D | -5.5% | +1.7% | -7.2% | -6.5% |
| 3M | +0.5% | +6.4% | -5.9% | -2.5% |
| 6M | -9.6% | +20.7% | -30.3% | -17.7% |
| YTD | +5.3% | -0.2% | +5.5% | +3.5% |
| 1Y | +3.4% | -4.5% | +7.9% | +3.3% |
| 3Y | +25.9% | +70.5% | -44.7% | -6.7% |
| 5Y | +85.8% | -1.6% | +87.4% | +73.9% |
| 10Y | +1,199.9% | +342.7% | +857.2% | +594.9% |
| All | +1,199.9% | +349.2% | +850.7% | +594.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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