+5.6%
HD vs CDNS
+19.0%
-13.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.5% |
| 7D | -2.1% | -14.0% | +12.0% | +0.1% |
| 30D | -8.4% | -13.2% | +4.7% | -6.6% |
| 3M | +4.3% | -28.9% | +33.2% | +9.4% |
| 6M | -11.1% | -4.2% | -7.0% | -11.9% |
| YTD | -4.7% | -6.4% | +1.7% | -5.3% |
| 1Y | -19.8% | -16.2% | -3.6% | -19.0% |
| All | +5.6% | +19.0% | -13.4% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling