+1,166.2%
CDNS vs PRU
+99.2%
+1,067.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | +1.0% | +3.6% | -2.6% | -0.3% |
| 30D | -2.0% | +8.9% | -10.8% | -5.0% |
| 3M | -0.2% | +0.2% | -0.4% | -0.6% |
| 6M | -8.9% | +23.7% | -32.6% | -16.0% |
| YTD | +3.3% | +13.7% | -10.4% | -2.1% |
| 1Y | +2.2% | +20.6% | -18.4% | -5.2% |
| 3Y | +22.4% | +56.3% | -33.9% | +2.7% |
| 5Y | +78.0% | +42.3% | +35.7% | +52.7% |
| All | +1,166.2% | +99.2% | +1,067.0% | +819.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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