+766.4%
CDNS vs SEI
+608.3%
+158.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.2% | +5.3% | +0.7% |
| 7D | -6.5% | +20.7% | -27.2% | -8.6% |
| 30D | -13.0% | +9.1% | -22.1% | -14.1% |
| 3M | -26.0% | -6.0% | -20.0% | -26.3% |
| 6M | -2.8% | +18.9% | -21.8% | -6.1% |
| YTD | -8.8% | +40.1% | -49.0% | -13.9% |
| 1Y | -15.8% | +120.6% | -136.5% | -24.7% |
| 3Y | +19.7% | +562.1% | -542.4% | -9.1% |
| 5Y | +70.8% | +954.5% | -883.7% | +18.9% |
| All | +766.4% | +608.3% | +158.1% | +489.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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