+504.6%
NOW vs CDNS
+1,242.4%
-737.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | -2.8% |
| 7D | -3.1% | +2.1% | -5.2% | -4.6% |
| 30D | -27.0% | -4.6% | -22.4% | -25.3% |
| 3M | -17.7% | -0.8% | -16.9% | -18.9% |
| 6M | +12.7% | -7.2% | +19.9% | +15.0% |
| YTD | -32.9% | +7.7% | -40.6% | -38.7% |
| 1Y | -40.4% | +3.5% | -43.9% | -44.2% |
| 3Y | -17.1% | +31.2% | -48.3% | -39.9% |
| 5Y | -25.7% | +84.5% | -110.2% | -59.0% |
| 10Y | +504.6% | +1,242.9% | -738.3% | -4.8% |
| All | +504.6% | +1,242.4% | -737.7% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling