+502.9%
TEAM vs CDNS
+1,013.9%
-511.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.6% |
| 7D | -4.7% | -7.2% | +2.5% | +0.6% |
| 30D | +17.0% | -14.3% | +31.3% | +29.9% |
| 3M | +85.9% | -27.2% | +113.1% | +129.9% |
| 6M | +116.7% | -4.5% | +121.2% | +119.9% |
| YTD | +9.6% | -9.0% | +18.6% | +14.3% |
| 1Y | -2.5% | -21.3% | +18.8% | +11.6% |
| 3Y | -14.0% | +19.6% | -33.6% | -33.3% |
| 5Y | -53.1% | +71.5% | -124.6% | -71.7% |
| 10Y | +502.9% | +1,036.6% | -533.7% | +24.1% |
| All | +502.9% | +1,013.9% | -511.0% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling