-25.1%
NOW vs CDNS
+76.7%
-101.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +3.6% |
| 7D | +0.3% | +1.0% | -0.7% | -0.6% |
| 30D | -27.0% | -2.0% | -25.0% | -26.7% |
| 3M | -19.6% | -0.2% | -19.4% | -21.1% |
| 6M | +17.5% | -8.9% | +26.4% | +21.2% |
| YTD | -33.3% | +3.3% | -36.6% | -37.2% |
| 1Y | -39.8% | +2.2% | -42.1% | -43.1% |
| 3Y | -19.9% | +22.4% | -42.3% | -40.0% |
| All | -25.1% | +76.7% | -101.8% | -60.5% |
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 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