+290.8%
EWY vs CDNS
+1,042.5%
-751.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +1.2% | -6.5% | +7.8% | +3.8% |
| 30D | +9.3% | -13.0% | +22.3% | +15.1% |
| 3M | +2.4% | -26.0% | +28.4% | +14.7% |
| 6M | +40.3% | -2.8% | +43.1% | +42.5% |
| YTD | +88.0% | -8.8% | +96.8% | +94.3% |
| 1Y | +143.8% | -15.8% | +159.6% | +158.6% |
| 3Y | +217.8% | +19.7% | +198.0% | +182.4% |
| 5Y | +142.7% | +70.8% | +72.0% | +80.5% |
| All | +290.8% | +1,042.5% | -751.8% | +37.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling