+75.8%
CDNS vs UUUU
+79.1%
-3.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.5% | +2.3% |
| 7D | -1.1% | -10.5% | +9.4% | +0.4% |
| 30D | -10.4% | -10.5% | +0.1% | -9.1% |
| 3M | -24.6% | -14.1% | -10.5% | -23.3% |
| 6M | -1.6% | -35.5% | +33.8% | +3.1% |
| YTD | -7.4% | -10.9% | +3.5% | -9.6% |
| 1Y | -18.4% | +3.4% | -21.8% | -24.9% |
| 3Y | +19.0% | +73.1% | -54.2% | -7.8% |
| All | +75.8% | +79.1% | -3.3% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling