+1,319.3%
MU vs CDNS
+72.8%
+1,246.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.3% | +0.5% |
| 7D | +7.2% | -9.2% | +16.4% | +14.4% |
| 30D | +14.0% | -16.3% | +30.2% | +28.3% |
| 3M | +5.4% | -27.9% | +33.3% | +31.9% |
| 6M | +170.3% | -4.3% | +174.6% | +177.9% |
| YTD | +250.7% | -9.1% | +259.8% | +269.8% |
| 1Y | +662.1% | -21.2% | +683.3% | +786.5% |
| 3Y | +1,341.2% | +19.4% | +1,321.8% | +1,135.3% |
| 5Y | +1,319.3% | +71.6% | +1,247.7% | +838.9% |
| All | +1,319.3% | +72.8% | +1,246.6% | +838.9% |
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