-1.1%
CDNS vs EQH
+18.6%
-19.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.3% |
| 7D | -3.8% | +2.8% | -6.6% | -4.6% |
| 30D | -6.8% | +3.9% | -10.7% | -7.9% |
| 3M | -3.3% | +16.3% | -19.6% | -8.2% |
| 6M | -5.7% | +37.1% | -42.8% | -16.3% |
| YTD | +5.4% | +20.2% | -14.8% | -4.0% |
| 1Y | -1.1% | +17.9% | -19.1% | -9.6% |
| All | -1.1% | +18.6% | -19.7% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling