+327.1%
NET vs CDNS
+20.2%
+306.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | +0.6% |
| 7D | -7.0% | -14.0% | +7.0% | +2.7% |
| 30D | -4.8% | -13.2% | +8.4% | +4.4% |
| 3M | +3.8% | -28.9% | +32.7% | +28.7% |
| 6M | +50.0% | -4.2% | +54.2% | +51.4% |
| YTD | +41.5% | -6.4% | +47.8% | +43.7% |
| 1Y | +32.8% | -16.2% | +49.0% | +44.7% |
| All | +327.1% | +20.2% | +306.8% | +218.3% |
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 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