+98.1%
NU vs CDNS
+21.2%
+76.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.2% | -3.2% |
| 7D | -4.9% | -1.1% | -3.7% | -4.5% |
| 30D | +7.8% | -10.4% | +18.3% | +12.1% |
| 3M | +20.9% | -24.6% | +45.5% | +34.0% |
| 6M | +0.9% | -1.6% | +2.5% | -1.2% |
| YTD | -12.7% | -7.4% | -5.2% | -12.9% |
| 1Y | -6.4% | -18.4% | +12.0% | -1.5% |
| 3Y | +98.1% | +19.0% | +79.1% | +59.2% |
| All | +98.1% | +21.2% | +76.9% | +59.2% |
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