+52.0%
CGNX vs DAR
+5.7%
+46.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +4.7% |
| 7D | +3.2% | -0.1% | +3.3% | +3.1% |
| 30D | +6.0% | +2.6% | +3.4% | +4.9% |
| 3M | +3.5% | +14.2% | -10.7% | -1.2% |
| 6M | +26.3% | +17.2% | +9.1% | +18.8% |
| YTD | +79.2% | +80.9% | -1.6% | +46.6% |
| 1Y | +43.8% | +104.0% | -60.2% | +12.6% |
| 3Y | +52.0% | +3.6% | +48.3% | +35.4% |
| All | +52.0% | +5.7% | +46.3% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling