+322.4%
NET vs CDNS
+31.8%
+290.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.7% |
| 7D | -16.4% | -3.8% | -12.6% | -14.3% |
| 30D | -25.8% | -6.8% | -19.1% | -22.6% |
| 3M | -11.5% | -3.3% | -8.3% | -10.1% |
| 6M | +18.9% | -5.7% | +24.6% | +21.2% |
| YTD | +35.2% | +5.4% | +29.8% | +26.9% |
| 1Y | +14.5% | -1.1% | +15.6% | +11.9% |
| All | +322.4% | +31.8% | +290.7% | +218.4% |
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 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