+54,893.9%
DHR vs CDNS
+6,098.4%
+48,795.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -0.8% |
| 7D | -3.9% | -14.0% | +10.1% | -1.1% |
| 30D | +4.0% | -13.2% | +17.2% | +6.7% |
| 3M | +11.5% | -28.9% | +40.4% | +18.3% |
| 6M | +1.9% | -4.2% | +6.0% | +1.7% |
| YTD | -8.9% | -6.4% | -2.5% | -9.0% |
| 1Y | +5.1% | -16.2% | +21.3% | +7.0% |
| 3Y | -10.3% | +20.2% | -30.5% | -16.2% |
| 5Y | -27.8% | +76.6% | -104.4% | -37.7% |
| 10Y | +203.6% | +1,029.7% | -826.1% | +88.2% |
| All | +54,893.9% | +6,098.4% | +48,795.6% | +20,757.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling