-21.2%
NOW vs CDNS
+27.9%
-49.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.7% |
| 7D | -1.7% | +7.0% | -8.7% | -5.1% |
| 30D | -27.4% | -0.3% | -27.1% | -27.7% |
| 3M | -19.4% | +3.2% | -22.6% | -21.7% |
| 6M | +13.1% | -6.9% | +20.0% | +15.4% |
| YTD | -34.3% | +6.6% | -40.9% | -37.7% |
| 1Y | -41.8% | +5.6% | -47.4% | -44.6% |
| All | -21.2% | +27.9% | -49.1% | -34.5% |
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