-16.3%
NOW vs CDNS
+27.9%
-44.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.8% |
| 7D | -3.0% | -2.4% | -0.6% | -1.8% |
| 30D | -26.0% | -10.2% | -15.9% | -22.2% |
| 3M | -13.1% | -5.5% | -7.6% | -11.5% |
| 6M | +14.5% | -9.9% | +24.4% | +18.9% |
| YTD | -33.4% | +2.3% | -35.8% | -35.5% |
| 1Y | -40.6% | -1.4% | -39.2% | -41.5% |
| 3Y | -16.3% | +28.1% | -44.4% | -31.2% |
| All | -16.3% | +27.9% | -44.2% | -31.2% |
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