+78.5%
CDNS vs SUI
-26.3%
+104.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.1% |
| 7D | -2.4% | +6.2% | -8.6% | -4.0% |
| 30D | -10.2% | +8.6% | -18.7% | -12.5% |
| 3M | -5.5% | +1.0% | -6.5% | -6.1% |
| 6M | -9.9% | -2.6% | -7.3% | -9.8% |
| YTD | +2.3% | -0.1% | +2.5% | +1.2% |
| 1Y | -1.4% | +0.5% | -1.9% | -2.8% |
| 3Y | +28.1% | +15.3% | +12.8% | +15.5% |
| All | +78.5% | -26.3% | +104.8% | +125.2% |
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