+46.0%
CGNX vs SUI
+9.8%
+36.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +1.5% | -4.1% | +5.6% | +2.7% |
| 30D | -1.8% | -3.2% | +1.4% | -1.0% |
| 3M | +5.3% | -8.4% | +13.7% | +7.5% |
| 6M | +22.3% | -14.4% | +36.7% | +27.9% |
| YTD | +72.2% | -5.5% | +77.7% | +73.6% |
| 1Y | +39.8% | -7.3% | +47.2% | +41.8% |
| All | +46.0% | +9.8% | +36.1% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling