+1,026.7%
CDNS vs PSA
+101.3%
+925.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.5% | -3.6% | -2.9% | -5.3% |
| 30D | -13.0% | -9.4% | -3.6% | -9.9% |
| 3M | -26.0% | -8.2% | -17.8% | -23.9% |
| 6M | -2.8% | -1.8% | -1.0% | -3.0% |
| YTD | -8.8% | +15.7% | -24.6% | -14.8% |
| 1Y | -15.8% | +6.3% | -22.1% | -18.9% |
| 3Y | +19.7% | +21.6% | -1.8% | +6.2% |
| 5Y | +70.8% | +13.5% | +57.3% | +55.8% |
| All | +1,026.7% | +101.3% | +925.5% | +724.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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