+45.4%
NU vs CDNS
+55.4%
-10.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -4.2% | -6.5% | +2.3% | -0.6% |
| 30D | +10.0% | -13.0% | +23.0% | +18.3% |
| 3M | +29.3% | -26.0% | +55.3% | +51.4% |
| 6M | +0.9% | -2.8% | +3.8% | -1.5% |
| YTD | -10.3% | -8.8% | -1.4% | -10.2% |
| 1Y | -3.2% | -15.8% | +12.7% | +0.9% |
| 3Y | +120.6% | +19.7% | +100.8% | +61.8% |
| All | +45.4% | +55.4% | -10.0% | -19.0% |
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