+1,044.2%
CDNS vs SNY
+64.5%
+979.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | -1.1% | -3.3% | +2.2% | -0.1% |
| 30D | -10.4% | -2.2% | -8.3% | -9.9% |
| 3M | -24.6% | -3.0% | -21.6% | -24.1% |
| 6M | -1.6% | +2.7% | -4.4% | -3.2% |
| YTD | -7.4% | -6.8% | -0.6% | -6.1% |
| 1Y | -18.4% | -5.3% | -13.2% | -17.9% |
| 3Y | +19.0% | -9.8% | +28.7% | +17.7% |
| 5Y | +73.4% | +9.7% | +63.7% | +51.7% |
| All | +1,044.2% | +64.5% | +979.7% | +797.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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