+82.8%
CDNS vs SUI
-27.1%
+109.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +1.4% |
| 7D | +7.0% | -3.8% | +10.9% | +8.1% |
| 30D | -0.3% | +3.9% | -4.2% | -1.7% |
| 3M | +3.2% | +0.2% | +2.9% | +2.6% |
| 6M | -6.9% | -4.2% | -2.7% | -6.5% |
| YTD | +6.6% | -2.5% | +9.2% | +6.1% |
| 1Y | +5.6% | -4.0% | +9.7% | +5.6% |
| 3Y | +27.4% | +16.5% | +10.9% | +13.6% |
| All | +82.8% | -27.1% | +109.9% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling