+1,449.6%
NET vs CDNS
+342.9%
+1,106.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | +1.5% |
| 7D | -7.0% | -14.0% | +7.0% | +6.0% |
| 30D | -4.8% | -13.2% | +8.4% | +7.5% |
| 3M | +3.8% | -28.9% | +32.7% | +37.2% |
| 6M | +50.0% | -4.2% | +54.2% | +51.0% |
| YTD | +41.5% | -6.4% | +47.8% | +43.2% |
| 1Y | +32.8% | -16.2% | +49.0% | +47.4% |
| 3Y | +335.9% | +20.2% | +315.7% | +214.1% |
| 5Y | +113.8% | +76.6% | +37.2% | +13.7% |
| All | +1,449.6% | +342.9% | +1,106.7% | +363.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling