+236.3%
UNH vs CDNS
+1,042.5%
-806.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.2% | -6.5% | +3.4% | -1.7% |
| 30D | -3.5% | -13.0% | +9.5% | -0.5% |
| 3M | -4.2% | -26.0% | +21.8% | +2.4% |
| 6M | +38.3% | -2.8% | +41.2% | +37.1% |
| YTD | +19.2% | -8.8% | +28.1% | +19.6% |
| 1Y | +15.0% | -15.8% | +30.8% | +17.3% |
| 3Y | -14.5% | +19.7% | -34.3% | -25.3% |
| 5Y | +4.6% | +70.8% | -66.2% | -22.7% |
| All | +236.3% | +1,042.5% | -806.2% | +30.9% |
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