+1,284.2%
CDNS vs UUUU
-92.0%
+1,376.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -7.2% | +1.8% | -9.0% | -7.3% |
| 30D | -14.3% | +1.8% | -16.1% | -14.4% |
| 3M | -27.2% | +1.3% | -28.4% | -27.5% |
| 6M | -4.5% | -26.8% | +22.3% | -2.9% |
| YTD | -9.0% | +0.1% | -9.0% | -10.6% |
| 1Y | -21.3% | +11.2% | -32.6% | -24.3% |
| 3Y | +19.6% | +97.7% | -78.1% | +6.7% |
| 5Y | +71.5% | +127.3% | -55.8% | +48.0% |
| 10Y | +1,036.6% | +532.6% | +504.0% | +753.8% |
| All | +1,284.2% | -92.0% | +1,376.2% | +896.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling