-14.6%
TEAM vs CDNS
+17.7%
-32.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.0% | -5.3% |
| 7D | -5.7% | -9.2% | +3.6% | -0.5% |
| 30D | +18.3% | -16.3% | +34.6% | +30.1% |
| 3M | +80.2% | -27.9% | +108.2% | +114.4% |
| 6M | +111.0% | -4.3% | +115.3% | +113.6% |
| YTD | +8.8% | -9.1% | +17.9% | +13.0% |
| 1Y | +2.2% | -21.2% | +23.4% | +13.4% |
| 3Y | -14.6% | +19.4% | -34.0% | -33.5% |
| All | -14.6% | +17.7% | -32.3% | -33.5% |
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