+75.8%
CDNS vs EQH
+102.2%
-26.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +0.9% |
| 7D | -1.1% | +0.7% | -1.9% | -1.4% |
| 30D | -10.4% | +2.8% | -13.3% | -11.6% |
| 3M | -24.6% | +23.1% | -47.7% | -31.5% |
| 6M | -1.6% | +41.4% | -43.0% | -16.6% |
| YTD | -7.4% | +14.3% | -21.7% | -13.9% |
| 1Y | -18.4% | +1.6% | -20.0% | -20.3% |
| 3Y | +19.0% | +102.7% | -83.7% | -16.4% |
| All | +75.8% | +102.2% | -26.5% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling