-1.1%
UNH vs CDNS
+76.7%
-77.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.9% |
| 7D | +3.4% | +1.0% | +2.4% | +3.3% |
| 30D | +3.0% | -2.0% | +5.0% | +3.1% |
| 3M | +2.7% | -0.2% | +3.0% | +2.5% |
| 6M | +2.8% | -8.9% | +11.7% | +3.2% |
| YTD | +25.9% | +3.3% | +22.5% | +24.1% |
| 1Y | +25.8% | +2.2% | +23.6% | +24.2% |
| 3Y | -20.0% | +22.4% | -42.4% | -24.9% |
| All | -1.1% | +76.7% | -77.8% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling