+44.7%
CGNX vs SUI
+18.2%
+26.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | +4.7% | -1.5% | +6.1% | +4.9% |
| 30D | -12.7% | +3.7% | -16.4% | -13.8% |
| 3M | -18.7% | -0.4% | -18.3% | -18.9% |
| 6M | -21.2% | -2.8% | -18.4% | -21.4% |
| YTD | +39.6% | -1.6% | +41.2% | +38.7% |
| 1Y | +35.6% | -2.1% | +37.6% | +34.9% |
| 3Y | +44.7% | +18.5% | +26.2% | +29.8% |
| All | +44.7% | +18.2% | +26.5% | +29.8% |
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