+2.2%
CDNS vs TECH
+20.9%
-18.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +1.0% | 0.0% | +0.9% | +1.0% |
| 30D | -2.0% | +0.4% | -2.4% | -2.0% |
| 3M | -0.2% | +1.0% | -1.2% | -0.4% |
| 6M | -8.9% | +62.7% | -71.6% | -18.3% |
| YTD | +3.3% | +24.3% | -21.0% | -0.4% |
| 1Y | +2.2% | +20.5% | -18.3% | -0.9% |
| All | +2.2% | +20.9% | -18.7% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling