+1,026.7%
CDNS vs UUUU
+495.2%
+531.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.9% |
| 7D | -6.5% | -5.0% | -1.5% | -5.9% |
| 30D | -13.0% | -7.8% | -5.2% | -12.2% |
| 3M | -26.0% | -0.4% | -25.6% | -26.4% |
| 6M | -2.8% | -32.9% | +30.0% | +0.8% |
| YTD | -8.8% | -6.3% | -2.6% | -11.0% |
| 1Y | -15.8% | +7.9% | -23.7% | -21.2% |
| 3Y | +19.7% | +85.2% | -65.5% | -1.6% |
| 5Y | +70.8% | +97.0% | -26.2% | +33.1% |
| All | +1,026.7% | +495.2% | +531.5% | +580.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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