+1,645.4%
CDNS vs WU
-19.6%
+1,665.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.6% |
| 7D | -14.0% | -0.8% | -13.2% | -13.7% |
| 30D | -13.2% | -1.1% | -12.1% | -12.9% |
| 3M | -28.9% | -3.9% | -25.0% | -29.4% |
| 6M | -4.2% | -20.7% | +16.5% | +2.6% |
| YTD | -6.4% | -18.4% | +12.0% | -1.0% |
| 1Y | -16.2% | -8.1% | -8.1% | -16.3% |
| 3Y | +20.2% | -24.2% | +44.3% | +25.8% |
| 5Y | +76.6% | -50.4% | +127.1% | +115.3% |
| 10Y | +1,029.7% | -40.0% | +1,069.7% | +1,095.7% |
| All | +1,645.4% | -19.6% | +1,665.0% | +1,361.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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