+112.5%
NET vs CDNS
+76.3%
+36.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | +1.9% |
| 7D | -7.0% | -14.0% | +7.0% | +7.4% |
| 30D | -4.8% | -13.2% | +8.4% | +8.7% |
| 3M | +3.8% | -28.9% | +32.7% | +41.1% |
| 6M | +50.0% | -4.2% | +54.2% | +49.9% |
| YTD | +41.5% | -6.4% | +47.8% | +41.9% |
| 1Y | +32.8% | -16.2% | +49.0% | +47.7% |
| 3Y | +335.9% | +20.2% | +315.7% | +170.2% |
| All | +112.5% | +76.3% | +36.1% | -22.7% |
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