+48.4%
NU vs CDNS
+55.0%
-6.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.7% | +1.4% |
| 7D | +6.0% | -9.2% | +15.3% | +11.7% |
| 30D | +10.8% | -16.3% | +27.0% | +21.6% |
| 3M | +32.2% | -27.9% | +60.1% | +57.1% |
| 6M | +5.1% | -4.3% | +9.5% | +3.5% |
| YTD | -8.4% | -9.1% | +0.7% | -8.2% |
| 1Y | +0.7% | -21.2% | +21.9% | +9.4% |
| 3Y | +125.1% | +19.4% | +105.7% | +65.4% |
| All | +48.4% | +55.0% | -6.6% | -17.2% |
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