-16.2%
CDNS vs EQH
+2.5%
-18.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.6% |
| 7D | -14.0% | +5.5% | -19.5% | -15.5% |
| 30D | -13.2% | +3.2% | -16.4% | -14.2% |
| 3M | -28.9% | +32.5% | -61.4% | -36.3% |
| 6M | -4.2% | +33.7% | -37.9% | -15.5% |
| YTD | -6.4% | +13.4% | -19.8% | -12.6% |
| 1Y | -16.2% | +0.6% | -16.8% | -18.2% |
| All | -16.2% | +2.5% | -18.7% | -18.2% |
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