+137,274.1%
UNH vs CDNS
+5,916.4%
+131,357.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.9% | +1.4% |
| 7D | +1.1% | -9.2% | +10.4% | +2.7% |
| 30D | -1.5% | -16.3% | +14.7% | +1.1% |
| 3M | -0.8% | -27.9% | +27.1% | +4.1% |
| 6M | +41.8% | -4.3% | +46.1% | +41.7% |
| YTD | +23.1% | -9.1% | +32.2% | +23.7% |
| 1Y | +28.5% | -21.2% | +49.7% | +31.9% |
| 3Y | -11.8% | +19.4% | -31.1% | -17.5% |
| 5Y | +5.3% | +71.6% | -66.3% | -8.7% |
| 10Y | +247.4% | +1,005.1% | -757.6% | +121.8% |
| All | +137,274.1% | +5,916.4% | +131,357.6% | +42,957.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling