+10.7%
DHR vs CDNS
-0.2%
+10.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.0% |
| 7D | +0.4% | -3.8% | +4.1% | +0.6% |
| 30D | +6.2% | -6.8% | +13.0% | +6.7% |
| 3M | +20.8% | -3.3% | +24.1% | +20.9% |
| 6M | +35.5% | -5.7% | +41.2% | +34.9% |
| YTD | +3.2% | +5.4% | -2.2% | -1.1% |
| 1Y | +10.7% | -1.1% | +11.8% | +6.5% |
| All | +10.7% | -0.2% | +10.8% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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