+39.8%
CGNX vs SUI
-8.4%
+48.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.4% |
| 7D | +1.5% | -4.1% | +5.6% | +0.9% |
| 30D | -1.8% | -3.2% | +1.4% | -2.2% |
| 3M | +5.3% | -8.4% | +13.7% | +4.3% |
| 6M | +22.3% | -14.4% | +36.7% | +22.3% |
| YTD | +72.2% | -5.5% | +77.7% | +72.2% |
| 1Y | +39.8% | -7.3% | +47.2% | +46.5% |
| All | +39.8% | -8.4% | +48.2% | +46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling