+1,036.6%
CDNS vs MSI
+593.5%
+443.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.8% | +0.5% |
| 7D | -7.2% | -4.0% | -3.2% | -5.1% |
| 30D | -14.3% | -0.5% | -13.8% | -14.2% |
| 3M | -27.2% | +11.4% | -38.6% | -31.8% |
| 6M | -4.5% | +1.0% | -5.5% | -6.3% |
| YTD | -9.0% | +20.7% | -29.6% | -19.9% |
| 1Y | -21.3% | -2.7% | -18.6% | -21.7% |
| 3Y | +19.6% | +68.2% | -48.6% | -15.5% |
| 5Y | +71.5% | +100.0% | -28.4% | +8.5% |
| 10Y | +1,036.6% | +596.9% | +439.7% | +319.5% |
| All | +1,036.6% | +593.5% | +443.0% | +319.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling