-13.2%
UNH vs CDNS
+19.2%
-32.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -1.7% | -7.2% | +5.5% | -1.4% |
| 30D | -3.8% | -14.3% | +10.4% | -3.3% |
| 3M | -4.3% | -27.2% | +22.9% | -3.1% |
| 6M | +38.6% | -4.5% | +43.1% | +38.3% |
| YTD | +20.7% | -9.0% | +29.6% | +20.5% |
| 1Y | +16.0% | -21.3% | +37.3% | +15.7% |
| All | -13.2% | +19.2% | -32.4% | -13.9% |
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 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