-21.2%
CDNS vs URA
+20.2%
-41.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.1% | -3.7% |
| 7D | -9.2% | +8.1% | -17.3% | -11.1% |
| 30D | -16.3% | +5.8% | -22.0% | -17.5% |
| 3M | -27.9% | +3.4% | -31.4% | -28.8% |
| 6M | -4.3% | -2.6% | -1.7% | -4.6% |
| YTD | -9.1% | +11.2% | -20.3% | -11.4% |
| 1Y | -21.2% | +19.8% | -41.1% | -28.8% |
| All | -21.2% | +20.2% | -41.4% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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