+1,972.6%
NOW vs CDNS
+2,892.7%
-920.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -2.2% |
| 7D | -3.0% | -2.4% | -0.6% | -1.4% |
| 30D | -26.0% | -10.2% | -15.9% | -21.1% |
| 3M | -13.1% | -5.5% | -7.6% | -11.4% |
| 6M | +14.5% | -9.9% | +24.4% | +19.2% |
| YTD | -33.4% | +2.3% | -35.8% | -36.9% |
| 1Y | -40.6% | -1.4% | -39.2% | -42.4% |
| 3Y | -16.3% | +28.1% | -44.4% | -37.6% |
| 5Y | -26.3% | +79.7% | -106.1% | -57.5% |
| 10Y | +512.7% | +1,183.3% | -670.5% | -6.5% |
| All | +1,972.6% | +2,892.7% | -920.1% | +112.2% |
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 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