+14.5%
NET vs CDNS
-0.2%
+14.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.6% |
| 7D | -16.4% | -3.8% | -12.6% | -14.3% |
| 30D | -25.8% | -6.8% | -19.1% | -22.8% |
| 3M | -11.5% | -3.3% | -8.3% | -9.9% |
| 6M | +18.9% | -5.7% | +24.6% | +21.4% |
| YTD | +35.2% | +5.4% | +29.8% | +22.8% |
| 1Y | +14.5% | -1.1% | +15.6% | +9.4% |
| All | +14.5% | -0.2% | +14.6% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling