+1,036.6%
CDNS vs TECH
+179.6%
+857.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -7.2% | -0.1% | -7.1% | -7.2% |
| 30D | -14.3% | +0.3% | -14.5% | -14.4% |
| 3M | -27.2% | +32.9% | -60.1% | -36.7% |
| 6M | -4.5% | +32.1% | -36.6% | -18.5% |
| YTD | -9.0% | +23.4% | -32.3% | -20.2% |
| 1Y | -21.3% | +34.1% | -55.4% | -34.3% |
| 3Y | +19.6% | +2.2% | +17.4% | +6.5% |
| 5Y | +71.5% | -41.8% | +113.4% | +105.0% |
| 10Y | +1,036.6% | +188.9% | +847.7% | +485.8% |
| All | +1,036.6% | +179.6% | +857.0% | +485.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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