+763.8%
CDNS vs SEI
+606.2%
+157.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +16.3% | -19.2% | -4.7% |
| 7D | -9.2% | +28.8% | -38.1% | -11.9% |
| 30D | -16.3% | +10.4% | -26.6% | -17.4% |
| 3M | -27.9% | -11.4% | -16.5% | -27.7% |
| 6M | -4.3% | +31.2% | -35.5% | -8.6% |
| YTD | -9.1% | +39.7% | -48.8% | -14.1% |
| 1Y | -21.2% | +149.0% | -170.2% | -30.6% |
| 3Y | +19.4% | +560.2% | -540.8% | -9.3% |
| 5Y | +71.6% | +955.7% | -884.1% | +19.5% |
| All | +763.8% | +606.2% | +157.6% | +488.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling