+71.6%
CDNS vs TECH
-41.8%
+113.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.8% | -2.9% |
| 7D | -9.2% | +0.2% | -9.4% | -9.3% |
| 30D | -16.3% | +0.1% | -16.4% | -16.3% |
| 3M | -27.9% | +37.5% | -65.4% | -36.8% |
| 6M | -4.3% | +34.6% | -38.9% | -16.8% |
| YTD | -9.1% | +23.5% | -32.6% | -18.4% |
| 1Y | -21.2% | +34.4% | -55.6% | -32.3% |
| 3Y | +19.4% | +2.3% | +17.1% | +9.6% |
| 5Y | +71.6% | -41.7% | +113.3% | +113.9% |
| All | +71.6% | -41.8% | +113.4% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling