+882.1%
CDNS vs SEI
+605.9%
+276.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.0% |
| 7D | +1.0% | +10.5% | -9.5% | -0.2% |
| 30D | -2.0% | -8.0% | +6.1% | -1.6% |
| 3M | -0.2% | +6.7% | -7.0% | -2.0% |
| 6M | -8.9% | -17.0% | +8.1% | -8.7% |
| YTD | +3.3% | +39.7% | -36.3% | -3.2% |
| 1Y | +2.2% | +43.2% | -41.0% | -4.6% |
| 3Y | +22.4% | +676.3% | -654.0% | -9.3% |
| 5Y | +78.0% | +891.0% | -813.0% | +24.3% |
| All | +882.1% | +605.9% | +276.2% | +563.4% |
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