+174.6%
CGNX vs SUI
+102.6%
+71.9%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +1.5% | -4.1% | +5.6% | +3.4% |
| 30D | -1.8% | -3.2% | +1.4% | -0.5% |
| 3M | +5.3% | -8.4% | +13.7% | +8.7% |
| 6M | +22.3% | -14.4% | +36.7% | +30.0% |
| YTD | +72.2% | -5.5% | +77.7% | +74.7% |
| 1Y | +39.8% | -7.3% | +47.2% | +42.5% |
| 3Y | +44.8% | +9.9% | +34.9% | +32.6% |
| 5Y | -27.0% | -31.6% | +4.6% | -17.0% |
| All | +174.6% | +102.6% | +71.9% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling