+84.9%
SMH vs CDNS
-16.8%
+101.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.6% | -2.5% |
| 7D | +1.4% | -6.5% | +7.9% | +4.5% |
| 30D | -2.2% | -13.0% | +10.8% | +4.1% |
| 3M | -1.9% | -26.0% | +24.2% | +12.8% |
| 6M | +41.0% | -2.8% | +43.9% | +44.0% |
| YTD | +55.6% | -8.8% | +64.4% | +63.2% |
| All | +84.9% | -16.8% | +101.7% | +109.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling