-18.4%
CDNS vs EQH
+3.9%
-22.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +1.1% |
| 7D | -1.1% | +0.7% | -1.9% | -1.4% |
| 30D | -10.4% | +2.8% | -13.3% | -11.3% |
| 3M | -24.6% | +23.1% | -47.7% | -30.2% |
| 6M | -1.6% | +41.4% | -43.0% | -15.0% |
| YTD | -7.4% | +14.3% | -21.7% | -13.8% |
| 1Y | -18.4% | +1.6% | -20.0% | -22.4% |
| All | -18.4% | +3.9% | -22.3% | -22.4% |
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