+2,771.1%
NOW vs CDNS
+2,638.1%
+133.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.0% | +1.0% | -0.2% |
| 7D | -2.4% | -14.0% | +11.6% | +8.2% |
| 30D | +20.5% | -13.2% | +33.7% | +32.3% |
| 3M | +18.3% | -28.9% | +47.2% | +48.0% |
| 6M | +24.1% | -4.2% | +28.2% | +26.3% |
| YTD | -7.8% | -6.4% | -1.4% | -5.6% |
| 1Y | -21.4% | -16.2% | -5.2% | -13.9% |
| 3Y | +19.5% | +20.2% | -0.6% | -5.8% |
| 5Y | +4.1% | +76.6% | -72.6% | -38.4% |
| 10Y | +826.4% | +1,029.7% | -203.3% | +56.4% |
| All | +2,771.1% | +2,638.1% | +133.1% | +217.3% |
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