+21.2%
IGV vs CDNS
+71.8%
-50.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -1.5% | -7.2% | +5.7% | +2.7% |
| 30D | -3.0% | -14.3% | +11.2% | +5.6% |
| 3M | +9.6% | -27.2% | +36.8% | +30.2% |
| 6M | +16.1% | -4.5% | +20.6% | +17.0% |
| YTD | -3.6% | -9.0% | +5.3% | -0.9% |
| 1Y | -7.8% | -21.3% | +13.5% | +2.4% |
| 3Y | +40.0% | +19.6% | +20.4% | +12.0% |
| 5Y | +21.2% | +71.5% | -50.3% | -27.3% |
| All | +21.2% | +71.8% | -50.5% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling